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
Individuals Can Benefit From Business Inheritance Tax Scheme
It is often an important discovery for individuals and private investors when they learn of the possibility of benefitting from one of the most valuable tax reliefs currently used by corporate executives to pass on their businesses free of inheritance tax. Inheritance...
Join Us At The Richmond Expo On May 22nd
The Financial Planning Group are pleased to announce that we will be one of the 80-plus exhibitors at this year’s Richmond Expo, which takes place at Twickenham Stadium on Friday 22nd May. The annual exhibition is a vibrant event for local companies wanting to access...
Summary Of Key Impacts: Budget 2015 Update
Following last week’s pre-election Budget, we have prepared a summary of the key impacts and tax changes that were outlined by the Chancellor. We hope that you or your clients find the information useful, and if you would like to discuss any of the issues in more...
Have Fixed-Rate Mortgages Reached ‘Natural Low Point’
After several months in which lenders had battled it out to provide the most attractive cut-price, fixed-rate, mortgages deals, it would appear that the “natural low point” has been reached. The past seven days has seen several lenders reverse previous rate cuts, or...
Budget 2015: Flexibility For Savers & First Time Buyer Scheme
Chancellor George Osborne has announced plans in his pre-Election budget for a large-scale revamp of ISAs – including the introduction of increased flexibility and plans to help first-time home buyers in their attempts to climb upon the property ladder. Osborne’s...
Take Advantage Of Tax Benefits: April 5th Deadline
With the April 5th deadline approaching, we wanted to remind you that every tax year end closes the door on an annual opportunity to take advantage of one of the few tax benefits now available. The 2014/15 annual ISA/NISA allowance of £15,000 per individual cannot be...
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.
