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
We Are Giving To Charities This Christmas
Instead of sending Xmas cards this year, The Financial Planning Group will be making donations to the Shooting Star Chase, British Heart Foundation and The Richmond Christmas Day Dinner charities. To join us in making a donation please click the following links....
Bull & Bear Markets Over Time
Stock returns are volatile, but over time bull and bear markets show that the good times have significantly outshined the bad times. When the bull and bear markets are viewed together, it’s clear equities have rewarded disciplined investors. The stock market’s ups and...
Dividend & Capital Gains Tax Allowances Cut
Following recent changes, it should be remembered that dividend allowances will be cut from £2k to £1k in April, then reduced to £500 from April '24. The annual exemption for capital gains tax drops from £12.3k to £6k from April, then to £3k from April '24. If you...
Equity Release Lending Hits New Record
New lending in the equity release sector totalled £1.5bn in the third quarter of 2022, which is a new record. This rose from a total of £1.05bn last year, as the average borrower released £114,354 from their property during this quarter. Borrowers in London unlocked...
Is The Short Sharp Shock Ending?
Although we have seen consistent interest rate rises over the past months, as the Bank of England looks to tackle rising inflation, those who predicted a profound dip in property prices with spiralling mortgage rates, or a similar scenario to the 2008 financial...
Fixed Mortgage Rates Could Return Below 4% In The New Year
Silver lining is emerging for homeowners following recent surges in mortgage borrowing costs that have caused widespread concern and contributed to the fall in house prices – latest data shows that fixed rates continue to fall from the highs following September’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.
