Our team (from left to right): Owen Temple, Joss Harwood and Tony Conner

Eldon Financial Planning Limited was set up in 2002 to amalgamate two successful existing businesses, and turn them into the North’s premier fee-based financial planning practice.

The three directors, all experienced and qualified at the highest level as financial planners, reject the old process of financial advice which has been dominated by the sale of financial products, and too often driven by commission. Instead we run a clear and transparent practice. Here client needs, and advice to meet those needs, come first. Where they are required, products are simply seen as a means to achieve our clients’ ends. We call it ‘holistic financial planning’.

All advice has to be paid for, and we choose to charge fees rather than relying on commissions. That’s because we feel that the fairest and clearest way for clients to know that they get value for money is for us, before we give any advice, to quote a fee for it. That means there are never any nasty surprises. Once clients agree that the fee is fair, we don’t mind how it is paid. Many clients choose that it is paid by means of commissions from products. Others choose to pay by invoice or standing order. All know what they are getting, and seem to like it. This may have something to do with the fact that very often they are actually paying a lot less than before, for a first class service.

All three of our advisers are CII chartered financial planners.