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
The Financial Planning Group Spring Newsletter
If you would like more information on any of the topics in this newsletter, or to arrange a financial planning consultation, please fill in your details below, or call us on 0800 731 7614
Buy To Let Mortgages At Historically Low Rates
As we approach to the second anniversary of the additional 3% stamp duty levy that was introduced for Buy To Let (BTL) purchasers, landlords should be reminded that BTL rates are now running at 1% lower than they were in 2016, with many BTL providers also having...
The Tax Year End Is Fast Approaching – Time For Action
With the tax year end fast approaching on April 5, The Financial Planning Group thought we would highlight certain changes for the forthcoming tax year – timing is often the key ingredient in tax planning, so now is the perfect opportunity to take stock of your...
Energy Performance Implications for Landlords and Home Owners
Landlords should be aware that it will be against the law in England and Wales to grant a new tenancy, to either new or existing tenants you’re your property doesn’t have an Energy Performance Certificate rating of ‘E’ or above. It should also be noted that mortgage...
Interest Only Mortgage Holders – Make Hay While The Sun Shines
A recent study by the Financial Conduct Authority (FCA) confirmed there are 1.67 million interest only mortgages in the UK – with home owners relying on continued house-priced rises to repay the loan in the future. However, this would necessitate selling the property...
Pension Warning For Mums
Higher income earning mums with young children are being warned they could face a hit to the tune of £23,000 to their state pension due to changes to the child benefit rules. The government introduced a ‘high income child benefit tax charge’ in 2013, which affects...
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.
