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
Ten Weeks To Go Before 6th April – Ten Funding Opportunities Not To Be Missed
There are just ten weeks to go until 6th April's financial year end, and to ensure you don't miss an opportunity, here are ten reasons to fund your pension before the April deadline. If you would like to speak to one of our financial advisors about any of the topics...
Are Higher Earners Braced For March Budget Attack?
March 16th 2016 looks set to become a very important date for Britain’s higher earners as, according to Richard Dyson writing in today’s Telegraph, “it will be the date that Mr Osborne launches his most violent attack yet on better-off earners and savers.” There are...
Low Mortgage Rates Continue Into 2016
As we enter a new year, many financial commentators have suggested that the Bank of England may follow their US counterparts by raising the base lending rate during 2016, which is a perennial concern to all home-owners who fear a hike in their monthly outgoings....
Protection Rule Changes Could Cost Savers £100s
As of January 1, savers with large amounts of cash savings could face losing £100s in interest because of new rules which require splitting cash pots to ensure it is adequately protected. A key depositor protection deadline passed along with the 2015 year end, which...
Happy New Year!
The Financial Planning Group would like to wish you all a very happy, healthy and prosperous 2016. If you would like to speak to us about your financial situation or retirement planning options, please call us on 0800 731 7614 or by e-mail...
Pensioner Bond Shock For The Over-65s
Investors who were tempted to place savings in the Governments ‘pensioner bonds’ will be disappointed to discover that the returns they expected have been halved. The bonds had been designed to encourage the over-65s to invest, with attractive returns on cash savings...
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.
