About us

FPS London is an independent financial advice consultancy. We’re not tied to any financial service providers so we can give you 100% independent, tailored financial advice you can trust.

We offer a boutique service and look after a select number of clients. These tend to be people with higher incomes or with more than average capital. We help them resolve often complicated financial situations, as well as more straightforward matters.

We take time to get to know you face-to-face. We believe this is the best way to build trust and confidence; it gives you a chance to get to know us too. With a clear idea of your circumstances, and lifestyle, we can give you advice that’s tailored to your needs.

Don’t worry if you find financial planning confusing or if you haven’t the time to find out more. We take the complexity out of investments so you can make truly informed decisions.

We’re here to advise and support you as much or as little as you need. And we’re happy to work with your other professional advisors such as your accountant and solicitor.
 
How we work
Our first meeting is all about fact finding. We need to build a picture of you, your lifestyle, financial circumstances, and your aspirations for the future. We’ll need to gauge your attitude to risk so we can suggest investments you will be comfortable with.

We’ll discuss strategies to help you achieve your financial needs for the future you want. It’s never too early to plan for your retirement, and it’s not all about pension schemes. We’ll suggest tax efficient investments and other ways you can plan for a comfortable, worry-free retirement.

If you are a business owner we can advise you on succession planning and how to capitalise on the asset you’ve worked hard to create. We’ll help you get the most out of your business when it comes time to sell and move on.

An ongoing relationship

The next stage is to present you with a detailed financial plan and investment management strategy.

But our work with you is ongoing.

During regular review meetings we’ll talk with you in detail about your financial plan and investment strategy.

We’re happy to work with your accountant, solicitor or other professionals and can supply end of year taxation details or any other necessary information.

And we’re always just a phone call away or available by email.  

Our fees

We believe you should have a choice of how you want to pay for our advice. We think choice is a crucial way to make sure you get a professional service and impartial advice. That’s why we won’t work either solely on a commission or a fee basis.

Our fees are charged upfront and are based on an hourly rate. We may then offset them against commission if this works best for you. For some services, such as personal pensions, offsetting commission can be more tax efficient for you than a straight fee.

Any surplus commission is held on account to pay for ongoing service and advice.

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Financial Planning Service (London) is a proud sponsor of Ealing Trailfinders Rugby Club