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
Simply Squirrelling Could Be Nuts
Keeping larger sums of money squirrelled in basic bank accounts, earning little or no interest, is an all-too-common situation according to the Financial Conduct Authority (FCA) – they say that more than £160bn in cash savings is languishing in low-interest accounts...
Have You Registered Following Tax Allowance Changes?
It is estimated that more than four million married couples and civil partners could benefit from tax allowance changes that came into effect earlier this year. Have you registered to make the most of the new rules? From April 6, couples with one non-taxpayer and one...
The Mortgage Race: When Time Is Of The Absolute Essence
Not all mortgage deals need to be done at break-neck speed, but sometimes, for whatever circumstances, time is of the absolute essence. Just a few weeks ago we arranged a mortgage, from initial meeting with the client, to offer, in just 10 days. We initially met the...
The Jelly Bean Theory
Visitors to The Financial Planning Group exhibition stand at last week's Richmond Expo took part in a novel, sweet-themed experiment, with guests being asked to estimate the number of jelly beans in the FPG jar. The average estimate of all participants was very close...
Deflation – Don’t Fear The ‘D’ Word Just Yet
The Bank of England’s announcement that Deflation, as had been predicted for several months, has returned to the UK economy for the first time in over 50 years, prompted economists and financial commentators to evaluate the affect a fall in prices will have on the...
Global Diversification – Broadening Investment Potential
Although the UK economy was one of the strongest in the developed world in 2014, the UK stock market returned just 1.2 per cent. The globally-diversified developed world index returned 12.1 per cent. News headlines can paint an inaccurate picture of the effect of...
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.
