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
Independent Advisors Becoming Essential Allies To First Time Buyers And The Self Employed
A rise in house prices in recent months, combined with tighter lending restrictions, is creating an even more challenging time for first-time buyers who are facing increased scrutiny from lenders, tighter criteria and a shrinking range of high loan-to-value (LTV)...
Emotional Wellbeing Is Boosted By Financial Clarity
A new report from the retirement specialist, Royal London, entitled ‘Feeling the benefits of financial advice’, estimated that around 17 million people in the UK have received financial advice, with the vast majority feeling positive about their adviser and the...
Mortgage Lenders Becoming More Cautious – But We Are Here To Help
One clear example of the negative impact of the Covid-19 pandemic has had on the mortgage market is that low-deposit mortgage deals available to borrowers have reduced significantly in recent months as lenders play safer – some large lenders are also not currently...
House Price Highs
According to the latest housing market data, UK house prices have continued their post-lockdown recovery, with August witnessing the highest monthly rise (2%) in more than 16 years. House prices have now reversed the losses recorded in May and June and are at a new...
Wills Writing On The Rise For Younger People
The events of the past six month have led many people to re-assess their lives, however, the coronavirus pandemic has also led to a sharp increase in the number of younger people preparing Wills – according to the latest data, the number of under-35s making Wills in...
Sunak’s Summer Statement
Chancellor Rishi Sunak unveiled an economic update to the nation yesterday, in which he announced several measures aimed at stimulating key areas of the economy as we edge out of Covid-19 lockdown, targeting both business and individuals. Whether these measures will...
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.