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
Homebuyers In Their 40s, 50s and 60s Being Refused Mortgages On Age Alone – Don’t Be One Of Them
Following the introduction of stricter new ‘affordability’ tests by banks when assessing mortgage lending applications, we are starting to see an increasing amount of homebuyers in their 40s, 50s and 60s being prevented from getting a loan. It would appear that the...
The Lowest Five Year Fixed Rate In History
Barclays have launched a five year fixed rate mortgage priced at 1.99% for a limited period of ten days. This is available on both a repayment and interest only basis. This is the lowest five year fixed rate in history. Could you benefit from a quote over the phone?...
Can You Be Trusted With Your Pension?
The Work and Pensions Select Committee last week proposed that the minimum age at which individuals are able access to their pension savings should be increase from 55 to five years before state pension age. According to reports; “Senior political figures and think...
Collaborate Divorce & Financial Planning
As Chartered Financial Planners we work closely with a number of local professionals involved in family law, particularly divorce. As a member of the team with Collaborative Lawyers and Family Change consultants, our financial planning expertise is employed...
Reclaim Your Forgotten Cash From Lost Bank Accounts
It is estimated that there could be as much as £15 billion of unclaimed financial assets in the UK that is simply sitting in old bank accounts, pensions, life assurance and investments, just waiting to be reclaimed. Tracking this money is becoming ever-easier, with...
Pensioners: Beware Of The Vultures
An article in The Telegraph recently has underlined the fears of many reputable pension professionals – that the vultures are circling in the wake of the Government’s major reform of pension rules, which came into effect on April 6th, 2015. Indeed, David Barrett’s...
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.
