Client Portal
Client Portal

What is your question?

Do I have enough?
When can I retire?
Can I gift some money?
What are my pensions for?
Can I afford care in the future?
Everyone has unique goals, questions, and circumstances. That’s why we create Financial Plans tailored specifically to you.Together, we’ll map out what you want to achieve, when you want to achieve it, what it will cost, and how to make it happen. We’ll review every part of your financial picture, strengthening what’s already working and fixing what’s not.The result? Greater confidence, clarity, and peace of mind.
FINANCIAL PLANNING

Why Eldon?

At Eldon we pride ourselves on the close working relationships that we build with our clients – some go back over 25 years. The continuity and stability that we provide is reassuring for our clients looking to the future.

When you are going to share detailed information about your life and your family, trusting the people you work with is very important. As a small firm, we will always know your name, and you will know us. Our clients are our number one priority and we are committed to providing a first class service from highly qualified individuals working as a team.

We have invested in technology and have robust integrated systems but we retain the human touch so that we can deliver an efficient, highly personalised service.

We are ethical, open and honest, and we know from client surveys that our clients value our integrity and feel that they can trust us.

We know what we are doing, and we change lives.
OUR SERVICES

What we can offer you...

Financial Planning

This is the foundation of our service to clients, setting out your financial life and goals in a highly visual way.

We will discuss your plans for the future with you and consider how you can get to where you want to be.

Retirement Planning

When can I retire?

Can I afford to retire?

How much will I have in retirement?

These are the key questions that we can answer!

Investment Planning

Successful investment means striking a balance between living for today and providing for tomorrow.

Tax Planning

Well, this aspect needs no explanation; we all want to ensure that our affairs are arranged in the most tax efficient way!

TESTIMONIALS

For so many years you have been wonderfully supportive and given me excellent advice with great tact and patience. It means that I am now solvent and stress-free with access to friendly help on tap.

How lucky am I to have found you!

Mrs P.A, Gosforth

We have been with Eldon since the last century and their care and expertise allayed any worries that we might have had about taking early retirement.

Our trust has not been misplaced and their efficiency and humanity is much respected and appreciated.

Mr & Mrs A.T, Darlington P.A, Gosforth

I have been a customer of Eldon Financial Planning since 2005. I am very pleased with the work they have done for me.

They are a small friendly team and extremely knowledgeable and reliable. I would recommend them to anyone.

Mr J.W. London

Gemma is thoroughly professional, knowledgeable and is able to communicate the most complicated issues clearly and sympathetically.

I would recommend Gemma and Eldon to anyone seeking financial advice.

Mrs C.R, Bishop Auckland
PEOPLE LIKE YOU
OUR KEY NUMBERS
2003
2003
Eldon Established
2100+
0+
Families Helped
2022
2022
Employee Owned
98%
0%
Client Satisfaction
£250m
£0m
Managed Funds
82%
0%
Female Team Members