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

Suzanne: My New Role

Starting a new role is quite similar to starting a new school; jitters, nerves, anticipation, excitement and the biggest questions of all; “what will my colleagues be like?”, “will I fit in?” and “will…

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The State Pension can form a large part of an individual’s retirement income. For 2019/20, a full new State Pension will pay £168.60 per week (£8,767 pa) and under current rules, this will increase…

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Pensions Inheritance

Passing wealth down the generations, for most, is an important part of their inheritance planning process. Until pension freedoms came into force on 6th April 2015, it was difficult to include personal pension funds…

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An “expression of wish” form is a vital piece of the pension jigsaw. This enables you to nominate one or more people to benefit from your private and/or occupational pension schemes, should you die…

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It’s GOOD to Talk!

Last year, the focus of Financial Capability Week was on talking about money. It isn’t hard to see why; talking about money and finances in general is perhaps one of the last classic British…

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The former Chancellor George Osborne was a big fan of ISAs, showing an enthusiasm to create a new one whenever he possibly could.

He was such a fan that during his tenure between 2010…

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An Early Spring Clean

Well the snow here is starting to melt, the Easter eggs are in the shops and so minds start to turn to getting ready for the year ahead with the traditional ‘spring clean’.

Spring…

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Pension Cold Calling

On 9th January this year the long-anticipated ban on pensions cold-calling came into place. This is a welcome step forward in preventing pension scammers from accessing hard-earned retirement funds and comes three years after…

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Over the past couple of months we have seen increased volatility, which has resulted in lower ‘year on year’ investment performance in comparison to the last couple of years.

You often hear that uncertainty…

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Merry Christmas & Office Hours

We are all currently feeling very festive at Eldon, and are today rushing around like Santa’s elves to ensure that everything is in order as we approach the Christmas break.

Our last day in…

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