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 0800 731 7614
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
Sticking to Investing Principles In A Crisis
Equity, currency, and bond markets have been in turmoil since early April, triggered by Donald Trump’s escalation of tariffs on all US trading partners. The new tariffs, which average 20-25%, vastly exceeded market expectations, are significantly higher than the 4.6%...
November Mortgage Update
The Bank of England’s decision to cut the lending rate from 5% to 4.75% this week will be welcomed by home owners up and down the land, with those on tracker mortgages expecting an immediate reduction in their monthly payments. The cut will also be seen as a...
Mortgage Rates Are Falling – Time To Arrange A Mortgage Review?
Since 2022, mortgage rates increased at a record pace, with the 10-year fixed mortgage rate doubling between March 2022 and December 2022. With inflation increasing, the Bank of England introduced several bank rate rises, resulting in higher mortgage rates. Thankfully...
First-Time Buyers’ New Nationwide Deal
Nationwide, the UK’s biggest building society, has unveiled a new product aimed at first-time buyers, which offers an increased loan to income from 5.5 x to 6 x. Those looking to get on the housing ladder would be required to take out a five or ten-year fixed-rate...
What to do when volatility strikes
Volatility describes periods of unpredictable, and sometimes sharp, market rises and falls. It's natural, but unnerving. Let us guide your pension planning. Whatever you do, don't panic. The value of investments rise and fall for all sorts of reasons - interest rate...
Celebrating Ten Years With Chartered Status
The Financial Planning Group are proud to celebrate its 10th year of achieving corporate Chartered status from the Chartered Insurance Institute. We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a...
The Financial Planning Group
1 Cambridge Road, Teddington, Middlesex. TW11 8DT
0800 731 7614 enquiries@fpgonline.co.uk
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.
