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

Is Now The Time To Secure A Low Fixed Rate Mortgage?

Mar 16, 2020

We have had a lot of calls from clients keen to take advantage of the many medium and longer term fixed rate mortgage, or re-mortgage, deals currently available.    With so much uncertainty right now, many home owners are preparing in advance and fixing their monthly...

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Budget Summary: Spring 2020

Mar 12, 2020

Rishi Sunak’s first Budget took place against the backdrop of the global outbreak of COVID-19.  Not surprisingly the UK’s response to this was the initial focus – providing some much needed short term financial measures in the current uncertainty, from ensuring the...

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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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FPGlogo
The Financial Planning Group

 

 

1 Cambridge Road,
Teddington,
Middlesex.
TW11 8DT

 

0800 731 7614
enquiries@fpgonline.co.uk

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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.

The Financial Planning Group - COVID-19

 
 

Firstly, we hope you and your family are safe and well.

Looking after our clients, colleagues and their families is our priority, and we are determined to maintain the service you should expect from us.

In line with Government advice, we have closed our office and all staff are working seamlessly from home. You are able to contact us in all the usual ways and we are able to respond appropriately. We value your support and ask for your patience if some things take slightly longer than usual.

In addition, automated services such as income reinvestment, income payments to your bank account, regular savings collections and investment will all continue as normal.

We are following all the government’s advice, as you would expect, and we recognise that we all have a part to play in this.

We do not envisage having to make any further changes to our service but as the situation develops if this changes we will of course let you know.

In the meantime, on behalf of the whole team at The Financial Planning Group, thank you for your business and for your support and patience. We will continue to provide information as and when pertinent.

We wish you and your families all good health during this difficult time.

The Partners

 
 
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