The Financial Planning

The Financial Planning Group are Chartered Financial Planners based in Teddington. We were established in 1993 by the current managing partners – Alan Clifton and Tim Norris. Whilst many clients have disparate products from numerous companies providing a basic framework for their future, the lack of a cohesive planning strategy has made it difficult for us to relate this to our clients’ goals and aspirations. Having recently undertaken a thorough review of our business and incorporating direct feedback from our clients, we have re-engineered what we stand for and what our services are. By harnessing the latest technology and software, advocating an investment philosophy based on long-term scientific research and not speculation, bespoking our service to our clients’ requirements, we are able to offer a truly individual financial planning service. 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.