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
Shrewd Move For Mortgage Peace Of Mind
The Bank of England’s decision to increase the base rate to 4%, with an expectation it could increase further to a peak of 4.5% in March, was met with a reassured reaction from mortgage lenders, who believe the medium-term outlook is for rates to fall. For example,...
Inheritance Tax News Update
The government netted £5.3bn from inheritance tax (IHT) between April and December 2022, which was £0.7bn higher than in the same period a year earlier, latest official statistics show. Figures from HM Revenue & Customs (HMRC) showed frozen thresholds were...
How Much Do You Need For A Happy Retirement?
Planning for retirement, or later life finances, are topics that, for most people, are firmly placed in the ‘deal with later’ part of our brains, even though we acknowledge how critical both are to later life wellbeing and security. Equally, you won’t be too surprised...
Do Buying Opportunities Exist In January’s Property Market?
The property and mortgage lending market may be a challenging one right now – Kwasi Kwarteng’s disastrous mini-budget in September saw mortgage rates rocketing at a time when the cost of living crisis was starting to bite – a combination that has lead British banks...
Savvy Saving To Protect Your Pot
Soaring inflation figures over the past year or so have had a big impact on the UK economy, not only for those who have seen the surge in the cost of living erode household finances, but also to those who have a lump sum to invest, but are facing a landscape that...
The Ups And Downs Of The Mortgage Market
Last week we saw the Bank of England increases its base lending rate by 0.5% to 3.5% – it was the ninth time in a year that the Bank had increased rates after it first lifted them to 0.25% from 0.1% in December 2021. However, on the same day, some mortgage lenders...
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.
