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
Evolving Products To Service Growing Equity Release Demand
Data released earlier this month underlines a continued growth in the property equity industry in 2021, with lenders evolving their products to match increasing demand, as well as competition in the market place. This, in turn, is providing far better options for...
New Optional Payment Lifetime Mortgages For The Over 65s
If you are aged 65 or over and living in, or buying, your own home with a small or no mortgage and want to borrow £10,000 or more, there is a new ‘optional payment lifetime mortgage’ product you may be interested in – especially if you’d like to pay some, or all, of...
The Return Of The 95% Mortgage
A rise in house prices in recent months, combined with tighter lending restrictions due to Covid, has creating an even more challenging environment for first-time buyers who had faced increased scrutiny from lenders, tighter criteria and a shrinking range of high...
Divorcing Couples May Face Extra Capital Gains Tax– Budget 2021
This Wednesday’s Budget will not only outline how the Government intends to continue its support of the economy during the current pandemic situation, it is expected to also provide an indicator as to how the Chancellor aims to eventually repay the unprecedented...
Financial Vulnerability – Providing A Safe Pair Of Hands
The Financial Planning Group has a fiduciary duty to treat all our clients fairly and act in their best interests. We strive to provide a consistent client experience that is both fair and reasonable. Ensuring that clients in vulnerable circumstances are treated with...
Amazing Mortgage and Remortgage Deals For 2021
It has been a hectic start to the New Year for the UK property market, and despite the current lockdown restrictions, estate agents and mortgage advisors are very much open for business and busy as the Stamp Duty holiday cut-off looms into view – not to mention...
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.