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 0800 731 7614
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
2024 Elections: What You Need to Know
In 2024, about 4 billion people around the world will be eligible to vote in an election. This is a significant number that could have implications for the global economy, politics and markets. We will focus on two of the most notable elections from 2024: the UK and...
Economic and Market Update: Vanguard’s View
With almost half of 2024 behind us and the UK and US General Elections on the horizon, we share the latest views on the global economy, including the outlook for growth, inflation, jobs, and interest rates. Key points Underlying US economic growth was stronger than...
Equality of Pension Income in Retirement
The gender pay gap is currently 7.7%. The gender pension gap measuring the amount of money in a pension fund at age 65 is £100,000. Leading to an average retirement income gap of 39% or £7,000 per year between men and women. The Equal Pay Act is 48 years old, yet...
Financial Planning Group Christmas Opening Times
The Financial Planning Group office will be closed from 22 December and will open again on 3 January 2024.
First Time Buyer Mortgage Lending Forecasted To Increase By 16% in 2024
With house prices having fallen during 2023 and lenders reducing rates, we are perhaps starting to see some chinks of light at the end of the tunnel for first time buyers struggling to get their first foot on a rung of the property ladder. A First Time Buyer Report...
Chancellor’s Autumn Statement Pension News
Chancellor Jeremy Hunt presented his Autumn Statement on 22 November during which the government confirmed the second highest State Pension increase since it was introduced and nine documents were published relating to the pensions framework. These included calls for...
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.