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
Our Services
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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.
Our Clients
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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.
Why Invest
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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.
Contact Us
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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.
Lifetime Borrowing & Mortgages
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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.
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