For a simple, structured, disciplined and reviewable planning service...

Call us on 0800 731 7614

We want our clients to value our service, as much as we do.

Call us on 0800 731 7614

Change the relationship you have with your money...

Call us on 0800 731 7614

All The City Can Offer... Right On Your Doorstep

Call us on 0800 731 7614

Chartered Financial Planners –

In The Heart Of Teddington

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.

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Services for Accountants & Solicitors

LATEST NEWS

Do You Have A Patchwork Pension?

Mar 9, 2020

Like many people who have moved jobs, or even changed careers, during a working lifetime, you may be in a position where you have several smaller-sized pension pots spread out over several different companies. In most cases, consolidating a ‘patchwork of pensions’...

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Housing Boost Plus Amazing Mortgage Rates

Feb 17, 2020

According to figures released by Britain’s estate agents and lenders, it would appear that UK’s housing market is experiencing somewhat of a boost since December’s election, with 2020 emerging as an optimistic year for home owners. Although the medium-long term...

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Retirement Interest Only Mortgages and Home Equity Solutions

Feb 17, 2020

We offer bespoke advice for clients interested in using some of the equity locked into their home’s value to make improvements, pay off existing loans or debt, to help a loved one onto the property ladder, or enjoy a more comfortable retirement. There are many new,...

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Get A Better Deal From Your Existing Mortgage Lender

Jan 30, 2020

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...

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January Boost To Housing Market

Jan 30, 2020

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...

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Baby-Boomers Act To Boost Retirement Pots

Jan 24, 2020

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,...

read more

FPGlogo
The Financial Planning Group

 

 

1 Cambridge Road,
Teddington,
Middlesex.
TW11 8DT

 

0800 731 7614
enquiries@fpgonline.co.uk

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DOWNLOAD THE FPG BROCHURE HERE

CHARTERED FINANCIAL PLANNER BROCHURE DOWNLOAD

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 therin should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other the UK.

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The Financial Planning Group - COVID-19

 
Firstly, we hope you and your family are safe and well.
 
Here at The Financial Planning Group, we are assessing the COVID-19 situation on a daily basis and, as officially nominated Key Workers, our office will continue to operate as close to normal as possible and our staff will remain available during office hours to offer help and advice to our clients either on the telephone or via e-mail.
 
We are aware there may come a time when we have to close our offices temporarily, at which point we have a contingency plan that will come into practice to enable us to continue operating remotely. 
 
The COVID-19 situation is fast moving and changes on a daily basis, however, we will continue to offer our clients advice, as well as the reassurances they need at this very unsettling time.
 
Again, our phone lines will remain open, our staff will continue to operate, and access to your financial adviser will remain available.
 
If you have any concerns, please contact us in the normal way.
 
As always, stay safe and healthy… from all of us at The Financial Planning Group.
 
 
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