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
Housing Equity Release At Record Levels
The amount of housing equity unlocked by the UK’s older homeowners jumped by 28 per cent to £5.2bn in 2022 according to figures obtained from the Financial Conduct Authority (FCA). It is a trend that many industry analysts predict will rise further due to an economic...
The Return Of The 100% Mortgage To Help Renters
A new mortgage product has been launched aimed specifically at people who are currently renting. The deal, which lets buyers purchase a home with no deposit, requires house hunters to have a good credit history as well as a record of 12 months or more having paid...
Switch To Fix Mortgages
Did you know that most lenders offer the option to “switch to fix”, which means you can take out a tracker mortgage then, when you feel fixed rates have hit bottom, switch penalty-free from the tracker onto a fixed rate with your existing lender without the need for...
Golden Opportunity To Boost Your State Pension Extended
A “golden opportunity” for workers to boost their state pensions has been extended, after it was reported that chaos on civil servant phone lines risked thousands missing out. People without a full National Insurance (NI) record are not entitled to the full state...
Treasury Windfall Unlikely To Prompt Personal Tax Rate Cuts
The latest data released by the Treasury shows that it has received record tax receipts across income, capital gains and inheritance taxes over the past year, however, tax experts warned this was unlikely to prompt cuts in personal tax rates in next month’s Budget....
FTSE 100 Reaches All-time High
The FTSE 100 reached an all-time high recently amid investor hopes that global inflation may be peaking, and central banks are nearing the end of aggressive interest rate hikes. The UK's blue-chip index reached a record high at market close of 7901.80. Sectors...
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.
