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
Reducing Inheritance Tax On The Family Home
Those who attended our recent Inheritance Tax Seminar were given the inside track on the changes unveiled in the Summer Budget that will reduce the burden of Inheritance Tax (IHT) for most families by making it easier to pass on the family home to direct descendants...
Structured Discipline Is The Answer To Warnings
The Bank of England (BoE) has raised concerns over the amount of buy-to-let home mortgages that are currently being issued and wants commercial banks to rein in their lending in this sector – however, the BoE hopes it can tackle the issue without having to raise...
The Chancellor’s Autumn Statement: Pensions
The Chancellor, George Osborne, today presented his Autumn Statement, which outlined the state of the economy and spending plans for the next four years in the Spending Review. The pension announcements in this year's Autumn Statement mainly centre around the state...
Even More Variety In The Mortgage Market
Over the past few weeks several new Interest-Only mortgage products have been introduced by lenders – an option that had all but disappeared in recent years. There are restrictions however, with the new interest only criteria requiring a minimum income of £75K in...
The True Cost Of Parenthood
For many people, becoming a parent and raising children is the most expensive stage of their lives. But, after paying out for another school trip, a new school uniform, or the latest ‘must have’ video game release, have you ever stopped and thought ‘just how much’...
Inheritance Tax Planning Seminar – Wednesday November 4th
The Financial Planning Group (Teddington) and Stone Rowe Brewer Solicitors (Twickenham and Teddington) are co-hosting a free seminar on Wednesday 4th November, with the aim of providing an overview of the latest Inheritance Tax (IHT) strategies to consider when...
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.
