Autumn has already seen some great achievements at Eldon, which we’re pleased to share.

To kick off the season, Director of Operations and Chartered Financial Planner, Adam, won the 2025 ‘Deputy President’s Young Achiever of the Year Award’!

The accolade is awarded by the Chartered Insurance Institute, a key professional body in the insurance and financial planning profession. It was created to recognise and applaud outstanding achievements of those under age 35 within the industry, with a particular focus on professional excellence, delivering value to the profession, and championing career progression.

Later this month, Chartered Financial Planner, Beth, successfully completed the final exam needed to become a Fellow of the Personal Finance Society.

The Personal Finance Society is part of the Chartered Insurance Institute. Fellowship demonstrates that the holder has attained and maintained the most prestigious level of professional qualification that they award (the Advanced Diploma in Financial Planning). It is also a key indicator of ongoing commitment to professional standards and personal development, and it is a great achievement within the profession.

Well done to both, and may the success continue!