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
HELPING HOMEOWNERS LIVE THE RETIREMENT LIFE THEY’VE WORKED LONG AND HARD FOR
According to the latest data, 2021 is poised to be a record year for equity release growth in the UK – and with more equity release products available across the country, property wealth is increasingly being used as another element of retirement income, alongside...
Combining Pension Pots To Achieve Future Confidence
Over the course of a working lifetime the majority of people change jobs numerous times – often necessitating signing up for a new pension scheme with each move. The legacy pension pots are then, usually, ‘forgotten’ about to deal with at a later date. Whenever that...
Wealthier Home Owners Discover Lifetime Mortgage Opportunities
The latest data relating to the fast expanding lifetime mortgage market points to wealthier home owners ‘cottoning on’ to the opportunities provided by record property values and low interest rates. In recent years, lifetime mortgage rates have halved, and many...
Post Lockdown Home Movers and Improvers – Record Mortgage Numbers
According to the April’s mortgage data, UK homeowners’ borrowing levels were higher than in any month since comparable data began almost thirty years ago – caused in the main by the extended stamp duty holidays and very low mortgage rates. As we emerge from lockdown...
The Return Of The 95% Mortgage
Today sees the government's 95% mortgage guarantee scheme go live, which is available for properties of all ages (previous schemes were for new build only) for those able to provide a 5% deposit on property with a maximum value of £600,000. The scheme is scheduled to...
Evolving Products To Service Growing Equity Release Demand
Data released earlier this month underlines a continued growth in the property equity industry in 2021, with lenders evolving their products to match increasing demand, as well as competition in the market place. This, in turn, is providing far better options for...
The Financial Planning Group
1 Cambridge Road, Teddington, Middlesex. TW11 8DT
0800 731 7614 enquiries@fpgonline.co.uk
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.