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Chartered Financial Planners

As well as having five Chartered individuals, Eldon as a firm has been awarded the prestigious title “Chartered Financial Planners” by the Chartered Insurance Institute (CII). This status, granted by the Privy Council is the profession’s “gold” standard and is currently met by fewer than 700 firms across the country.

In addition Tony & Gemma are Chartered Wealth Managers and hold the internationally recognised Certified Financial Planner licence (CFPCM). Gemma was a national award winner within the Financial Planning arm of what is now the Chartered Institute of Securities and Investments (CISI) in 2013. Tony is also a Chartered Accountant; a Fellow of the Institute of Chartered Accountants in England & Wales (FCA).

Why Eldon

Our clients are our number one priority and we are committed to providing a first class service from highly qualified individuals.

Our Services

Services include: Initial Review, Lifetime Financial Planning, Investment Planning, Retirement Planning and Tax Planning.

About Eldon

We feel we can lay claim to being the North East’s premier Financial Planning firm based on qualifications, awards and status.