For a simple, structured, disciplined and reviewable planning service...

Call us on 0800 731 7614

We want our clients to value our service, as much as we do.

Call us on 0800 731 7614

Change the relationship you have with your money...

Call us on 0800 731 7614

All The City Can Offer... Right On Your Doorstep

Call us on 0800 731 7614

Chartered Financial Planners –

In The Heart Of Teddington

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.


The Investment Risks Of Unintended Consequences

A nervous TV reporter once approached legendary Nottingham Forest football manager Brian Clough and hesitantly asked: “Can we have a couple of words for the programme, Brian?” The normally belligerent Clough nodded with unusual acquiescence. The camera was readied,...

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Teddington – A Jewel In South-West London

Unless you are a reader of the Financial Times, you may have missed an excellent property feature on Teddington last weekend, which outlines the many highlights of our wonderful South-West London town on the banks of the Thames. Offering riverside living for less,...

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Bank of Mum Dad – Protect Yourselves Whilst Helping Your Family

Britain’s parents and grandparents are supporting their children’s attempts to get on the housing ladder at ever-increasing levels it has been revealed, with the ‘Bank of Mum and Dad emerging as the nation’s 10th biggest ‘mortgage lender’ according to new data issued...

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Staying Proactive With Your Mortgage Deal

Further calls have been made for Banks and Building Societies to better inform their customers when discounted loan deal periods are set to expire – with a ‘four month notice’ alarm sounding rather than allowing homeowners to sleepwalk into extra standard variable...

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Positive Negatives – If Carlsberg Did Mortgages!

Home owners in Denmark are currently enjoying a rather unique situation – with zero percent central bank interest rates and home loan products colliding to produce negative interest rate mortgages – meaning that a bank pays a borrower for taking out a loan! Yes,...

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Equity Release Products Come Of Age

Over the past few years there has been an increasing amount of media coverage, and media advertising, focused on Equity Release and Lifetime Mortgage products. You’ve no doubt seen the television marketing that has started to pop up during day-time ad breaks. Equity...

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The Financial Planning Group



1 Cambridge Road,
TW11 8DT


0800 731 7614


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.

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The Financial Planning Group - COVID-19

Firstly, we hope you and your family are safe and well.
Here at The Financial Planning Group, we are assessing the COVID-19 situation on a daily basis and, as officially nominated Key Workers, our office will continue to operate as close to normal as possible and our staff will remain available during office hours to offer help and advice to our clients either on the telephone or via e-mail.
We are aware there may come a time when we have to close our offices temporarily, at which point we have a contingency plan that will come into practice to enable us to continue operating remotely. 
The COVID-19 situation is fast moving and changes on a daily basis, however, we will continue to offer our clients advice, as well as the reassurances they need at this very unsettling time.
Again, our phone lines will remain open, our staff will continue to operate, and access to your financial adviser will remain available.
If you have any concerns, please contact us in the normal way.
As always, stay safe and healthy… from all of us at The Financial Planning Group.
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