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
Act Now Before Rates Rise Even Further
As you will no doubt be aware, the Bank of England raised interest rates again last week – this time by 0.5% to 1.75% – as it attempts to slow soaring inflation figures, which is predicted to hit 13% before the end of the 2022. Mortgage lenders were quick to pass on...
The Difference Between a Forecast, a Wish, and a Worry
By David Booth Executive Chairman and Founder of Dimensional Fund Advisors When I was growing up, our local newspaper, the Kansas City Star, was full of news and had one page for opinion. After decades of cable news and nonstop digital postings, I see more opinions...
Retirement Aspirations Drive Appetite For Equity Release
Historically, some people have pigeon-holed equity release as a product of last resort, however, over the past few years, it is frequently being used as a better accepted financial planning tool, a springboard to achieving retirement ambitions or an opportunity to...
Equity Release Record Figures As Pensioners Realise Options
The increased popularity of equity release so far this year further demonstrates greater flexibility and a property market where growth has far outstripped inflation. Retirees are becoming more aware of the opportunities that are available to them and are looking to...
No Fault Divorce Aimed At Reducing Animosity For More Positive Outcomes
The introduction of no fault divorce laws in England and Wales were announced this week – long-awaited changes that are intended to make the legal process easier and more amicable when a marriage comes to an end. For many couples it is often the case that ‘the...
Mortgage Peace Of Mind – Secure A New Fixed Rate Eight Months Before Your Current Deal Expires
Over the past few months, the Bank of England’s Monetary Policy Committee has sent clear signals that it intends to tackle inflationary pressures by restoring its Official Bank Rate back to its pre-Covid level of 0.75%, which of course leads to mortgage rate rises....
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.
