About us

Independent, tailored financial advice you can rely on.

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

Robert Taylor, the Senior Partner, has been working in financial services since 1976 when he joined Prudential. He qualified as a Chartered Financial Planner in 2009 and was amongst the first to do so in the UK. He was born in Ealing and has lived in Ealing all of his life. Outside of work he enjoys most sports, playing golf and watching football, test matches and rugby.

We believe in keeping on our clients on the right ‘TRACKS’

Trust – we have mutual trust with our clients
Relationship – we have strong relationships with our clients
Advice – our clients value our expert advice
Care – we care about all our clients
Knowledge – being Chartered is proof our knowledge is at the highest level
Service – we deliver an excellent service to our clients.

We offer a friendly, personalised service and look after a select number of clients, most of them living or working in the Ealing area or nearby. 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 allow the fee to be deducted from the investment or pension or you can pay by a cheque, the choice is yours.

Our fees are charged upfront and are based on an hourly rate, a percentage of the investment or a fixed fee. For some services, such as personal pensions, it is often beneficial to deduct the fee from the plan rather than by paying the fee from your personal account.

The value of pension and investments [and the income they produce] can fall as well as rise. You may get back less than you invested.

Our Independence is Your Security

Financial Planning Service (London), Russell House, Kingsdown Avenue, Ealing, London W13 9PR. Tel: 020 8567 2221