Eldon Financial Planning Limited is a Chartered and Accredited firm set up in 2002 by three like minded Directors aspiring to become the North East’s premier fee based personal Financial Planning practice. Owen retired in 2010, leaving Tony & Joss ably supported by an expert young team. We are proud to be multi award winning, and we remain Independent Financial Advisers. Our type of firm is sometimes termed ‘New Model Adviser’
Our office is easy to get to, you can park right outside and there’s plenty of hot coffee!
We have steadily grown the business over the years by personal recommendation and professional referral. However, we remain small enough to provide a highly personalised and individually tailored service.
We give specific, detailed advice within the framework of a comprehensive financial plan so that everything fits together to meet clients’ objectives in life. We have developed high level expertise in investment, retirement and tax planning for those with simple or more sophisticated requirements.
All our advice has to be paid for and we have always chosen to charge fees rather than relying on commissions from product sales. We feel that this is fair and clear for all concerned and indeed is now a requirement for all advisory firms from January 2013.
We don’t directly advertise but we promote ourselves by commenting on many online forums and in social media as well as contributing to regional and national newspapers and local and national radio stations. This demonstrates our expertise and raises awareness of our firm.
We want to educate consumers about the importance of financial planning and to get relevant information out into the public domain. We wish to challenge the often negative view of our profession by highlighting good practice.
We are very pleased to be at the forefront of our profession, with highly qualified, experienced individuals who put their clients at the heart of the business and deliver an ongoing service of the highest quality that we know our clients, who are at the heart of all that we do, truly value.