Our Business

Our aim is to understand our clients - their situation, goals and ambitions. We have a strong team of approximately 80 experienced specialists who never forget that they are dealing with real people – all with different aims and needs.

Established in 1999, The Finance Planning Group encompasses all areas of financial advice. We aim to build strong on-going relationships with our clients and to provide a range of services over a long period of time.

We are based primarily in the South of England and have advisers who can look after you in East & West Sussex,  Kent , Surrey , Hampshire, Dorset , Somerset , Berkshire , Cambridge , Suffolk , Essex , Middlesex, and London.