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
Acceptable Tax Planning Versus Tax Avoidance
HMRC's latest weapon in the battle against tax evasion and avoidance is the introduction of new penalties against 'enablers' of unacceptable tax avoidance schemes. HMRC's specific avoidance armoury now consists of: DOTAS (Disclosure Of Tax Avoidance Schemes) - their...
Santander Unveil Lowest Ever Deals
If you are considering moving home, or re-mortgaging your existing property, the unveiling of Santander’s new product range could have come at the perfect time for you. The lender launched its lowest-ever fixed rate mortgage, a 0.99 per cent 18-month loan at 60 per...
New Tax Incentives For Pensions Advice
Pensioners who find themselves confused by the myriad of options available to them, yet are put off seeking professional advice because of the possible cost implications, will be heartened to learn that from April 2017, those planning for later-life financial...
The Curse of Long Term Cash
As bad financial habits go, ‘saving too much’ does not, on the face of it, seem too bad a position to be in. However, according to data issued by pension provider, Royal London, the amount of money squirreled away in low-interest cash Isa accounts could be costing the...
Ten Reasons To Pay Into Your Pension Before April
Pensions remain the most tax efficient way to save for retirement. And the new freedoms have removed any lingering barriers to accessing funds and passing on unused funds on death. To ensure our clients don't miss an opportunity for a top up, we've put together 10...
Markets Reward Discipline – 2016 in Summary
In 2016, the UK market reached new highs and stocks in a majority of developed and emerging market countries delivered positive returns. UK investors with overseas assets benefited from the decline of the value of the pound, with Sterling falling 16% against...
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.
