About Eldon

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Eldon Financial Planning Limited was 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 Gemma. Our office is easy to get to, you can park right outside and there's lots of hot coffee!

We have steadily grown the business by personal recommendation and professional referral. However, we remain small enough to provide a highly personalised, bespoke service and we will always be client focused.

We give specific, detailed advice within the framework of a comprehensive financial plan so that everything fits together. We have developed expertise in investment, retirement and tax planning for those with more sophisticated requirements.

All our advice has to be paid for and we choose to charge fees rather than relying on commissions from product sales. We feel that this is the fairest and clearest way for clients and for us. There is no commission cross subsidy, whereby clients buying products effectively pay for the work generated by those who don't.

We don’t directly advertise but we promote ourselves through the media, commenting in regional and national newspapers and on 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 negative view of our profession by highlighting good practice.

We are very pleased to be one of a growing number of firms like ours, staffed by professionally qualified, experienced individuals who put their clients at the heart of the business and deliver an ongoing service of the highest quality.

Our type of firm is often known as a ‘New Model Adviser’.