Eldon Financial Planning Limited -
(01325) 318000
enquiries@eldonfinancial.co.uk

Pension Freedoms: 3 Years On

April 2018 marked the third anniversary of the pension freedoms rules, and these have proved very popular. These have given more flexibility, but they also come with more responsibilities too.

In July 2017, the Financial…

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Spring Has Sprung

Here we are. Spring has sprung, the birds are singing, and it’s a new tax year. Exciting huh?

Okay maybe not ‘exciting’ as such but certainly it affords us all new opportunities. There are new…

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Weather Update

As you may be aware, Royal Mail has confirmed that not all postal deliveries are getting through due to the unseasonal weather.

Here at Eldon, we did not receive any post yesterday or today…

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Market Turbulence

The first week of this month has been something of a bumpy ride for markets around the world. This follows a period of unusually smooth returns throughout 2017, which have made this normal volatility…

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Happy Retirement Joss!

At this time of year we often think of “out with the old and in with the new” but this year we’re saying goodbye to one of our own, and a founder of Eldon…

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Top 35 Next Generation Advisers

We are delighted to see Gemma once again in the Citywire Top 35 Next Generation Advisers 2017 list!

The list, compiled by the New Model Adviser publication, showcases the top 35 young advisers of 2017…

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30th Anniversary

Back in 1987, the sudden huge stock market falls felt like the end of the world for those owning shares and those like us who were working with investment clients. With the benefit of…

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Moneyfacts Awards

We are delighted and proud to have been shortlisted in the prestigious “Moneyfacts” Awards 2017 in the “Investment Adviser of the Year” category. We are in good company, with big national companies as well…

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Paraplanning Team of the Year

Our paraplanning team here are delighted to be one of only 3 teams in the UK to be shortlisted for the inaugural ‘Paraplanning Team of the Year’ Award 2017 from Professional Paraplanner.

We have a…

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Eldon Expands

We are pleased to report that we have added James Hunt to the team. James has a degree in International Finance and Banking. He joins our Paraplanners, providing technical support to the Financial Planners….

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