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
Advice For Potential Bank Of Mum And Daders
Over the past 12 months we have witnessed a sharp rise in demand for mortgage products which allow parents to give a financial leg up on the property ladder to their children – to many first time buyers the Bank of Mum and Dad offers the only realistic solutions of...
Stock Market Volatility – Stay Disciplined
Investment discipline can be difficult. Despite best intentions many investors chase performance and react emotionally to market swings. Trying to adapt to changing market conditions and altering investment holdings is speculating and often leads to increased costs...
Avoid The Gender Pension Gap
With so much media attention currently being given to the disparities between men’s and women’s salaries within large organisations, and equal pay for equal value issues in general, you may not be surprised to learn that the gender gap in pension funds is also a cause...
Bitcoin Scams – Further Warnings Over Crypto Investment
The Financial Conduct Authority (FCA) has issued further warnings about the growing threat of online investment scams – in particular the emergence of fraudsters offering investments in Cryptocurrencies, such as Bitcoin, Ripple, Ethereum and Litecoin via social media....
Family Mediation Awareness
Family Mediation Week aims to raise awareness of mediation and how it can help separating families manage their issues collaboratively and productively. Here at The Financial Planning Group we have 25 years experience working in conjunction with solicitors to achieve...
Equity Release Booms – But What Are The Other Options?
Figures released this week the Equity Release Council show this form of lending reached record numbers in 2017 – more than £3 billion was lent to home owners in this sector, growth of 42% on the previous year. The final quarter’s lending alone totalled £833 million,...
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.
