Thanks to you for giving me the confidence to take my pension early, and to do this trip (Australia) when I can. I really think if not for yours and Tony’s input I would be struggling on for another couple of years. So a big THANK YOU!
Having now had the benefit of advice and support from Gemma for several years I cannot recommend her too strongly. She is the consummate professional in everything she does. Her attention to detail and ability to respond to all requests in a timely manner is exceptional. She is delightful in all her dealings and she fully deserves all the many accolades and awards that she has received.
J.R. County Durham
Working with Eldon Financial has enabled us to focus on our financial goals and develop a realistic plan for the eventual retirement. The team at Eldon Financial are so friendly and easy to talk to about money matters.
Mr & Mrs J, Barnard Castle
I can recommend Eldon without reservation. It is so refreshing to get clear and detailed advice which looks at the ‘bigger picture’ of a person, tailored to the specific individual. Rather than the ‘hard sell’ so common in the sector, they take time to listen, understand specific needs and suggest appropriate action. At a time when truly objective, sound financial advice is much needed, Eldon provides an excellent service. Highly recommended.
Prof C, Newcastle Upon Tyne
We have been clients of Eldon for 10 yrs and during this period we have received a very professional, personal, friendly service. We are confident that our finances are in excellent hands, all aspects of our circumstances are discussed in detail and we always trust their recommendations. We would not entrust our finances with anyone else and are very pleased with all they do for us and nothing seems to be too much trouble.
With Eldon Financial Planning we don’t just get the best financial planning, but the best suited to us. We have always been thoroughly involved, with our needs being their prime concern. We couldn’t recommend them highly enough.
Anne & Liz, Washington
Thanks to the expert advice and sympathetic guidance we have consistently received over the years from Eldon Financial Planning, we are now able to enjoy a very comfortable retirement.
Geoff and Angela, Durham
Tony & Joss are passionate about providing superb client service. I do not hesitate in recommending them to my clients.
Bret Duncan, Chartered Accountant
My wife and I have enjoyed the benefit of being clients of Eldon Financial Planning since its birth and of Joss Harwood (in her previous role) for a good many more years than that. Joss has brought EFP the same caring and personal approach which is why I so appreciated her help and advice when I was a teacher recently arrived in the North East and she a Financial Advisor with Commercial Union. My wife and I were both teachers (my wife still is) and it was and remains important to us that we receive the very best financial advice to protect our hard-won earnings. Key to our peace of mind has been the feeling that we can fully trust our advisors to be knowledgeable, fair, available, open and honest and in tune with our aims and objectives. I can honestly say that Joss and Tony, supported by their team, have fulfilled all our expectations of them. They have fully deserved the many accolades that have come their way and will surely continue to do so.
Eldon Financial Planning helped my wife and I during a recent property purchase. Following their advice, we were able to use our funds in a far more structured way which resulted in a complete saving of the income tax element and also improved the corporation tax liability for our company. Eldon’s in-depth knowledge of both personal and corporation tax issues were instrumental in our completing our property purchase and I have no hesitation in recommending their services in the area of taxation.
Mr A P, Hartlepool