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
What Difference Will the New President Make to My Investments?
Donald Trump has won one of the most acrimonious presidential elections battles in recent US history. He will become the most powerful man on the planet and the leader of the world’s largest economy. You might think, therefore, that the outcome of the election will...
Good Governance & Ethical Investment Choices
For many of us, making the right financial decisions probably features quite high on our list of priorities. For others, the state of the planet and the kind of world we are handing down to the next generation, may be of concern. Climate change, poverty, access to...
Good Money Week 2016: Beware Strangers Bearing Gifts (VIDEO)
For many individuals, knowing that their money is invested with ethically and socially responsible companies is of great importance – this is an area in which our company has extensive experience. The Financial Planning Group is once again be supporting Good Money...
Public Demand for Sustainable Pensions & Savings Reaches Record High
Annual research for ‘Good Money Week’ has found that 54% of British investors want their investments to have a positive impact, beyond just making money. A record high since polling began in 2009*. In a sign that the sustainable investment market has shed its image...
Younger People Unsure Of What A Bank Actually Is
New research of British adults reveals that, among 18-24 year olds, 37% feel unsure of what a bank is and 83% of this age group also felt unable to explain what sustainable investments are. An independent poll by YouGov surveying British adults aged 18+ –...
Death Happens – Plan For It
Nobody wants to spend too much time thinking about the unsavory issue of death, however, according to a thought-provoking article published by moneysavingexpert.com this week, planning for the end isn’t about being morbid, it’s about making crucial decisions to help...
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.
