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 Conduct Authority (FCA) released its Retirement Outcomes Review, which found that just over half of the pension pots that had …

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 allowances, the opportunity for further funding of pensions, the possibility of completing that self-assessment return well before the deadline… All …

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 which is unusual. If you do have any concerns or would like to discuss anything then please do email your adviser …

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 seem scarier than it would otherwise. I rather like an analogy of being at sea; weeks in a boat with no …

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 Financial Planning, Joss Harwood (and she’s not even old!). Joss is retiring after a long career in financial services, totalling forty …

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 (age 35 or under). The publication analyses a variety of aspects including qualifications, abilities, responsibilities, influence within the business and …

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 hindsight we can see that it was just a big blip and stock markets rebounded throughout the 1990s. We still really …

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 as regional firms listed. Gemma will represent us at the award dinner in London on September 21st.

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 strong culture of development and progression here at Eldon, with the team working together to grow their knowledge and skills. …

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. James has already started down the road of professional qualification and he is working towards Chartered status, which is our benchmark …