Testimonials

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The following comments are from our personal clients and others in our profession.

“They are well qualified, have strong client relationships, have won industry awards, and are an Institute of Financial Planning accredited firm. They have a process built around cashflow modelling and a solid low cost investment approach. What’s not to like?”
Brett Davidson, Chief Executive, FP Advance

Working with Eldon Financial has enabled us to focus on our financial goals and develop a realistic plan for the eventual retirement. The team at Eldon Financial are so friendly and easy to talk to about money matters.
Mr & Mrs J, Barnard Castle

I can recommend Eldon without reservation. It is so refreshing to get clear and detailed advice which looks at the 'bigger picture' of a person, tailored to the specific individual. Rather than the 'hard sell' so common in the sector, they take time to listen, understand specific needs and suggest appropriate action. At a time when truly objective, sound financial advice is much needed, Eldon provides an excellent service. Highly recommended.
Prof C, Newcastle Upon Tyne

We have been clients of Eldon for 6 yrs and during this period we have received a very professional, personal, friendly service. We are confident that our finances are in excellent hands, all aspects of our circumstances are discussed in detail and we always trust their recommendations. We would not entrust our finances with anyone else and are very pleased with all they do for us and nothing seems to be too much trouble.
Mary Duncan

With Eldon Financial Planning we don't just get the best financial planning, but the best suited to us. We have always been thoroughly involved, with our needs being their prime concern. We couldn't recommend them highly enough.
Anne & Liz, Washington

Thanks to the expert advice and sympathetic guidance we have consistently received over the years from Eldon Financial Planning, we are now able to enjoy a very comfortable retirement.
Geoff and Angela, Durham

Tony & Joss are passionate about providing superb client service. I do not hesitate in recommending them to my clients.
Bret Duncan, Chartered Accountant

My wife and I have enjoyed the benefit of being clients of Eldon Financial Planning since its birth and of Joss Harwood (in her previous role) for a good many more years than that. Joss has brought EFP the same caring and personal approach which is why I so appreciated her help and advice when I was a teacher recently arrived in the North East and she a Financial Advisor with Commercial Union. My wife and I were both teachers (my wife still is) and it was and remains important to us that we receive  the very best financial advice to protect our hard-won earnings. Key to our peace of mind has been the feeling that we can fully trust our advisors to be knowledgeable, fair, available, open and honest and in tune with our aims and objectives. I can honestly say that Joss and Tony, supported by their team, have fulfilled all our expectations of them. They have fully deserved the many accolades that have come their way and will surely continue to do so.
RT Durham

Eldon Financial Planning helped my wife and I during a recent property purchase. Following their advice, we were able to use our funds in a far more structured way which resulted in a complete saving of the income tax element and also improved the corporation tax liability for our company. Eldon’s in-depth knowledge of both personal and corporation tax issues were instrumental in our completing our property purchase and I have no hesitation in recommending their services in the area of taxation.
Mr A P, Hartlepool