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.
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 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.
Services
Your attitude towards risk and expected investment returns and your tolerance for loss will then be put into the context of both your time horizon and planning goals. Our role as your financial planner then becomes one of supervision, monitoring and maintaining discipline. It is important to ensure that the portfolio is reviewed on a regular basis, to ensure it remains suitable and provides the investment return needed for your financial plan.
Giving a young Widow confidence in the knowledge that her late husband's insurance policies and pensions would support her and her two daughters both in the short term and further into the future. Producing a financial plan using our future planning software to project capital, assets, income and expenditure over time, allaying her biggest fear that she would run out of money.
Many people are unsure when it comes to investing their own money. They prefer the safety of leaving their cash in a bank or building society. While it's true you won't see the value of your savings fluctuate in value on a daily basis, we are going to show why failing to invest can cost you money in the long term.
Unless you become one of our clients, The Financial Planning Group will not keep any of your personal data, or contact information on record, or on our marketing database. 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.
For many homeowners, setting up a lifetime mortgage, which enables equity to be released from their property, is an ideal way of boosting a retirement pension pot, funding home improvements or paying for a trip of a lifetime, without having to downsize or make monthly payments on a more traditional bank loan, especially with interest rates so low.
Reviews (9)
Ian St John
Jan 15, 2022
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Steve was recommended by a friend for guidance on Equity Release. His help and advice have been excellent, very well supported by John to facilitate the application process and push through to completion. They have been very responsive and professional throughout and it has been a positive pleasure to deal with them. I would recommend them unreservedly.
Tom Heal
Dec 24, 2021
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Emily Shand
Dec 07, 2021
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Connie Lam
Oct 26, 2021
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We have recently approached FPG in Teddington about our financial options. Many thanks to Steve and John. They understand our needs and circumstances and have provided a solution to match. They have helped us through the process of remortgage in a smooth and hassle-free manner. A very professional and friendly service. Highly recommended!!
Shaun
Aug 17, 2021
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We’ve used the Financial Planning Group for several years now, particularly their mortgage department, headed up by Steve and John and we would definitely recommend them as one of the best mortgage advisers we have had the pleasure of working with. When it came to purchasing a new property earlier this year, they were both incredibly useful and helpful! They were always there to respond with any queries, problems, or uncertainties we had. The help, support, and guidance they both provided us with was invaluable and extremely instrumental.
We strongly believe we wouldn’t have managed to purchase
We strongly believe we wouldn’t have managed to purchase
Benjamin Honey
May 31, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
A good friend recommended The Financial Planning Groups Mortgage Services and we we could not have been more pleased with the service we received. They provided a great range of options and helped us through out the process. We will definitely use them in the future and would recommend them to our family and friends.
A good friend recommended The Financial Planning Groups Mortgage Services and we we could not have been more pleased with the service we received. They provided a great range of options and helped us through out the process. We will definitely use them in the future and would recommend them to our family and friends.
Andrea S.
Mar 30, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Steve and the team at FPG have been managing my residential and buy-to-let mortgages for many years. They are highly professional, super responsive, diligent and always find the best mortgage deals for my requirements. FPG is a joy to work with and I highly recommend them.
Steve and the team at FPG have been managing my residential and buy-to-let mortgages for many years. They are highly professional, super responsive, diligent and always find the best mortgage deals for my requirements. FPG is a joy to work with and I highly recommend them.
Ori Ron
Nov 12, 2020
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They arranged a let-to-but and a purchase mortgage at excellent rates with utmost efficiency and were good value. They are polite, professional, and explained my options to me patiently. Communication was brilliant both by telephone and email.
I was recommended FPG by my several of my friends who have used them for mortgages for a few years now. I felt confident as they had all had a great experience with them and I wasn't disappointed. I would definitely use them again.
I was recommended FPG by my several of my friends who have used them for mortgages for a few years now. I felt confident as they had all had a great experience with them and I wasn't disappointed. I would definitely use them again.
Amanda Fairbrass
Sep 07, 2020
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I have been using FPG for over 10 years for mortgages, financial advice and investments.
The team are great, nothing is too much trouble and they are great at helping you navigate all the complexities.
Communication is great and personal.
With my recent house purchase, Steve was an absolute treasure - helping me out with lots of questions and challenges I had with the legal part of the process, his advice was priceless and kept me sane!
The team are great, nothing is too much trouble and they are great at helping you navigate all the complexities.
Communication is great and personal.
With my recent house purchase, Steve was an absolute treasure - helping me out with lots of questions and challenges I had with the legal part of the process, his advice was priceless and kept me sane!
