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
Mortgage Health Check and Tracking Service
Here at The Financial Planning Group we monitor rates daily and can switch our clients to lower rates if a mortgage offer has been issued but not gone live. For example, a client had an offer accepted in mid-September at which point the best two-year fixed rate was...
Ten Percent of UK Adults Fear Their More Vulnerable Relatives Have Lost Money Through Poor Financial Decisions
Recent data by Standard Life shows that close to half (45%) of UK adults are concerned about the financial decision-making of their more vulnerable relatives as they get older, with 1 in 10 (10%) saying their relatives have made poor financial decisions in the past...
Renting But Would Rather Buy Your Own Property?
No deposit - No problem - 100% Mortgages are back. Mortgage lenders are now starting to provide products for people with a strong history of making rental payments over a period of time – therefore demonstrating they can afford mortgage repayments. These lenders are...
Almost Two Thirds Of Brits Fear Retirement
Nearly two thirds (64 per cent) of Brits do not feel confident about their retirement, whilst 36 per cent don’t feel confident about planning for retirement, research by workplace pensions specialists, Penfold, has revealed. The survey of 2,000 British workers also...
Inheritance Tax Hit £2.6bn As UK Families Overpay
Figures released in August underline that an increasing number of families are being dragged into the inheritance tax (IHT) net due to years of house price increases, soaring inflation and tax freezes. Inheritance tax receipts are up 10% year-on-year with many also...
Mortgage Rates Have Fallen
The last twelve months have been a real white knuckle ride for mortgage holders in the UK, many of whom have faced huge levels of stress and financial pain as interest rates have risen. Monthly costs have soared for thousands up and down the land and even if you are...
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.
