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

The following stories relate to real Eldon clients. For data protection reasons, we have changed our clients' names. If you'd like to speak to one of our clients let us know and we will put you in touch.


People like you . . .


. . . seek financial guidance for a number of reasons but at the root of most queries is the need for reassurance. We all want to be sure that we can afford to live the life we choose without running out of money. The fundamental question is "will I have enough?" and the next question is typically "is my money in the right place for me?".


People come to us . . .


. . . because we can answer those questions and just about every other one that comes our way. We know what we are talking about. Eldon Financial Planning is a leader in the field when it comes to expertise, experience and maintaining our clients’ trust. Our relationships with people are long lasting and successful. We give peace of mind, understanding, direction and support. In short, we change people’s lives and have many stories to tell.


Here are a few:
Janette & Mark’s Story
Janette: “I took time out from my successful career to have my first daughter but returned to work, with a commute that meant a Nanny was...
Edward & Clare’s Story
Edward: “I had met Tony some years ago to arrange my pension plan which was then reviewed each year at a meeting. I put off...
Geoff & Linda’s Story
Geoff: “We had recently stopped work and started taking small pensions that had no penalties. Linda got her state pension but we have to wait...
Marion’s Story
“My husband always used to take care of our finances because he was interested in the stockmarket, moving money around and opening and closing savings...
Patryk’s Story
“I was referred to Tony by a colleague who has worked with him for many years. Tony has a reputation as an expert in the...