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
Equity Release Alternatives For BabyBoomers
Figures released this week show that an increasing number of ‘equity rich, cash light’ BabyBoomers are deciding to sign up for Equity Release schemes and are borrowing record amounts against their home’s value. Almost £400m was released from homes in the first quarter...
The Property Price Crystal Ball
Forecasts and press reports that offer opinions on the state of the UK housing market are something that fascinate anyone who owns a property, or those trying to get on the property ladder. The shortage of affordable homes in the UK, alongside steep rises in prices in...
Are You Walking Into An Inheritance Tax Nightmare?
Inheritance Tax and Estate Planning has been in the news headlines constantly over the past week or so, with PM David Cameron and his family affairs coming under very close scrutiny. However, these are topics that affect every single one of us, and issues that will...
Dividend Tax Changes Come Into Effect
George Osborne announced in the last Summer Budget that the dividend tax credits system, which he described as “arcane and complex”, was to be modernised. Those changes have come into effect this week and will impact anyone expecting significant dividend income....
‘Resentful’ Middle Class Should Take Inheritance Tax Advice
According to a report in this weekend’s Telegraph, Middle Class families are 'resentful' over the Government’s desire to take a record £4.6bn in inheritance tax (IHT) – a report by the Office for National Statistics also showed that receipts for the 12 months to...
Four Things You Should Do Before The Tax Year Ends
An article in the Guardian newspaper this week served as a timely reminder of the fast-approaching end to the tax year on Sunday 5th April and flagged four key areas. Advice such as maximising your available Isa and Pension allowances; ensuring you keep your child...
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.
