Our History

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Eldon Financial Planning Limited was set up in 2002 by three like minded Directors to amalgamate two successful existing businesses, aiming to become the North East’s premier fee based personal financial planning practice. Owen retired in 2010, leaving Tony & Joss at the helm.

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 and retirement planning for those with more sophisticated or complicated 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 to know what they are getting; and they seem to like it.

We don’t directly advertise but we promote ourselves through the media, commenting in regional and national newspapers and local and national radio stations. This doesn’t generate income but promotes our expertise and generates enquiries.

Another motivator behind the public profile is our drive to educate consumers about the importance of financial planning and to get good information out into the public domain. We want 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.

This type of firm is often know as a ‘New Model Adviser’