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.The Financial Planning Group are Independent Financial Planners based in Teddington. We were established in 1993 by the current managing partners - Alan Clifton and Tim Norris.
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. We are whole of market Independent Mortgage Brokers with a wealth of experience in dealing with diverse clients.
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.
Reviews (12)
Jen Bussiere
Apr 23, 2022
V. B.
Feb 03, 2022
Steve and John go above and beyond to help their clients. They secured my first mortgage for me and have since assisted with 2 renewals and more recently additional funds to upsize. The most recent application was not straightforward and they put in additional time to help move things forward for us. I don't think we would have been approved if it weren't for their efforts. Highly recommend.
Ian St John
Jan 22, 2022
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.
Wardj
Jan 10, 2022
Steve & John were absolute lifesavers for a pair of utterly clueless first time buyers like ourselves! They were incredibly prompt on all emails, totally reliable and were always happy & willing to answer our endless questions (even if they had told us the answers before!) We have recommended them to all our friends and would definitely recommend them to anyone else, especially if you haven't bought before.
Tom Heal
Dec 24, 2021
Emily Shand
Dec 07, 2021
Connie Lam
Oct 26, 2021
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
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 the new property without them and will be forever grateful for all they have done.
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 the new property without them and will be forever grateful for all they have done.
Benjamin Honey
May 31, 2021
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
Ori Ron
Mar 20, 2021
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.
Amanda Fairbrass
Dec 27, 2020
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!
