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
More Release Options Than Ever For Home Owners
Data that covers the start of 2019 has shown that demand for equity release products has broadened, with property wealth being used to meet a growing range of needs in later life. The fast developing sector is now serviced by hundreds of product options that can be...
Five Main Changes For The New Tax Year
With the new financial year start-date just a week away, we thought it was timely to update our clients and professional partners on the five main changes to tax rates and allowances that could affect you over the next 12 months. If you have any questions regarding...
Investment Fund Fee Freedoms
Investors look set to be handed new exit fee freedoms by the Financial Conduct Authority (FCA) according to recent reports, with the regulator calling for a ban, or cap, on the charges some investors face when switching to a new investment platform. The call to...
Remortgage With No Forms And Big Savings Now!
If at all humanly possible, accepting your lender's ‘Standard Variable Rate’ is a situation that no UK family should consider accepting, unless of course, you enjoy spending your hard earned wages on unnecessary interest. There should also be no need to feel like a...
Are You A Buy-To-Let Landlord?
The last couple of years have been a tough old time for UK buy-to-let landlords – with the Government removing favourable tax breaks, the implementation of more stringent affordability tests from lenders, plus a slowdown in house price growth – has combined to make...
FPG Newsletter – Spring 2019
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.
