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
Leap Day Finance Minister Bonus
Leap years are a considered a bonus for finance ministers around the world as the extra day boosts their nation’s annual output by a sliver and so flatters their record. Leap day is an artifact that dates back to the year 46 B.C. Back then, Julius Caesar took the...
Confusion Over Tax Free Pension Rules
Former pensions minister, Steve Webb, caused a stir at the weekend when suggesting an end to the tax-free lump sum that can be be taken from pensions may be announced in the Budget on March 16th. The comments have led to confusion, with many individuals with pension...
Confident Mortgage Market Providing Great Deals
Mortgage interest rates of around 2% could be with us until 2020, according to the former chair of the Financial Services Authority, Lord Adair Turner. Lord Turner’s prediction was made on BBC Radio 4’s Today programme, in which he also commented that the bank lending...
Higher Rate Taxpayers Threatened With £8,000 Yearly Loss
You may have read reports in the press over the past week or so that raise alarm bells regarding imminent changes to pension tax relief, which is currently one of the most generous tax breaks available to higher rate taxpayers. The reports suggest that the Chancellor...
Shocking Statistics Revealed: Is It Time To Talk Tax?
According to a recent survey, as many as 57% of taxpayers admit they have done nothing to reduce the tax they pay in the last year. The reasons behind this vary from not being aware, not understanding tax issues, or simply because they just haven’t thought about it…...
The Year That Was: 2015 In Summary and Context
2015 in Summary After several years of seemingly uninterrupted growth, 2015 was marked by increased volatility. The year got off to a good start with many markets around the world reaching record highs in April, but stocks fell dramatically in August, led by a sharp...
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.
