We are an independent financial advice business established in Teddington, South West London in 1993. We provide financial planning solutions to individuals, families, companies, trustees, accountants and solicitors. We are fee based and unbiased, working with our clients to realise their financial goals.
Call us on 020 8977 7090
Our Mission Statement
We help individuals, families and businesses to place their financial affairs in context with their future goals and aspirations. We provide a simple, structured, disciplined and reviewable planning service. We will change the fundamental relationship people have with their money to give them confidence and clarity in their own future. We want our clients to value our service, as much as we do.
Who We Are
Established 25 years ago, we are Independent Financial Planners and Mortgage Brokers based in Teddington, serving clients in South West London and Surrey. By harnessing the latest technology and software, advocating a bespoke investment philosophy based on long-term scientific research and not speculation, we are able to offer a truly individual financial planning service.
Your Legacy
We help our clients understand their existing financial products and advise on: Personal Pensions, Stakeholder Pensions, SIPPS, SSAS, company benefits, government schemes, state benefits, ISA’s, onshore investment bonds, offshore investment bonds, OEICs, unit trusts, investment trusts, ETFs, VCTs, EIS, structured products, mortgages… plus many more products.
LATEST NEWS
Get A Better Deal From Your Existing Mortgage Lender
Is your mortgage is with Santander, Barclays, Natwest, Virgin, Nationwide, or any other bank or building society? If so, you could be paying too much for your mortgage every month and, as an existing borrower, The Financial Planning Group can help you transfer to a...
January Boost To Housing Market
According to data released this week, UK banks approved the highest number of mortgages since 2015, as more signs of an upturn in the housing market emerge since December’s election. The Nationwide Building Society also report that annual house price growth across the...
Baby-Boomers Act To Boost Retirement Pots
New data released shows that since pension freedoms were introduced in April 2015, the nation’s 55-year-old-plus home owners have used property wealth to deliver £13bn of extra income. In fact, as we approach the pension law change’s fifth anniversary,...
Taking Care Of Your Family, By Taking Advantage Of Low Interest Rates
Having spent the best part of Monday in the car on the way to and from a long distance business meeting, I was accompanied by several talk show conversations via BBC 5Live and LBC, who’s hosts dedicated significant airtime to news stories centred on families choosing...
The Financial Planning Group’s New Year Property Report
Despite a subdued market, as well as continued uncertainty surrounding the impact that Brexit will have on our everyday finances in the short term, house prices in the UK rose by 1.4% during 2019 according to figures just released by one of the nation’s biggest...
AMAZING NOVEMBER MORTGAGE RATES!
Mortgage lenders are slashing rates to some of their lowest ever levels as the prospect of a Bank of England rate cut reared its head this week – two amazing examples have landed on my desk – a Two Year Fixed Rate deal at 1.08% and a Tracker Rate of just 0.98%. Steve...
FPG Financial Services LLP is authorised and regulated by the Financial Conduct Authority FCA Firm Number 713421.
The Financial Planning Group is the trading name of FPG Financial Services LLP.
This website is intended for investors over 18 years old who are resident in the UK only. The website and information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other the UK.
