For a simple, structured, disciplined and reviewable planning service...

Call us on 0800 731 7614

We want our clients to value our service, as much as we do.

Call us on 0800 731 7614

Change the relationship you have with your money...

Call us on 0800 731 7614

All The City Can Offer... Right On Your Doorstep

Call us on 0800 731 7614

Chartered Financial Planners –

In The Heart Of Teddington

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 0800 731 7614

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

The Financial Planning Group’s New Year Property Report

Despite a subdued market, as well as continued uncertainty surrounding the impact that Brexit will have on our everyday finances in the short term, house prices in the UK rose by 1.4% during 2019 according to figures just released by one of the nation’s biggest...

read more

AMAZING NOVEMBER MORTGAGE RATES!

Mortgage lenders are slashing rates to some of their lowest ever levels as the prospect of a Bank of England rate cut reared its head this week – two amazing examples have landed on my desk –  a Two Year Fixed Rate deal at 1.08% and a Tracker Rate of just 0.98%. Steve...

read more

Demystifying Lifetime Mortgages

For many homeowners, setting up a lifetime mortgage which enables equity to be released from their property, is an ideal way of boosting a retirement pension pot, funding home improvements or paying for a trip of a lifetime without having to downsize or make monthly...

read more

Standard Life WRAP Wins At UK 2019 Platform Awards

Standard Life's Wrap platform picked up one of the big accolades at last week's 2019 UK Platform Awards. Standard Life’s Wrap proposition won Best Platform Provider (over £25Billion). We at The Financial Planning Group remain committed to providing our clients with...

read more

FPGlogo
The Financial Planning Group

 

 

1 Cambridge Road,
Teddington,
Middlesex.
TW11 8DT

 

0800 731 7614
enquiries@fpgonline.co.uk

DOWNLOAD THE FPG BROCHURE HERE
CHARTERED FINANCIAL PLANNER BROCHURE DOWNLOAD

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 therin should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other the UK.

The Financial Planning Group - COVID-19

 
 

Firstly, we hope you and your family are safe and well.

Looking after our clients, colleagues and their families is our priority, and we are determined to maintain the service you should expect from us.

In line with Government advice, we have closed our office and all staff are working seamlessly from home. You are able to contact us in all the usual ways and we are able to respond appropriately. We value your support and ask for your patience if some things take slightly longer than usual.

In addition, automated services such as income reinvestment, income payments to your bank account, regular savings collections and investment will all continue as normal.

We are following all the government’s advice, as you would expect, and we recognise that we all have a part to play in this.

We do not envisage having to make any further changes to our service but as the situation develops if this changes we will of course let you know.

In the meantime, on behalf of the whole team at The Financial Planning Group, thank you for your business and for your support and patience. We will continue to provide information as and when pertinent.

We wish you and your families all good health during this difficult time.

The Partners

 
 
If you are not currently an FPG client, but would like to receive our e-newsletter updates, please enter your e-mail details below, then press the subscribe button. 

You have Successfully Subscribed!