Eldon Financial Planning Limited -
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Top 100!

We are delighted to once again be listed in the New Model Adviser Top 100 list!

The list, compiled by the New Model Adviser publication, aims to showcase the best of the professional financial planning…

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Market Movements

In light of market movements over recent days it seems almost inevitable that we revisit the subject of investment volatility at this time.

We’ve certainly seen some significant falls in markets over the last…

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As financial planners, we do consider our own savings and financial circumstances, as well as those of our clients. One particular area that keeps coming up is that “millennials” (those born between 1981 and…

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One of the most frequent, and important, questions clients approaching retirement ask is ‘how long does my pension need to last?’

In essence you are asking how long you are expected to live and, in…

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During our lifetimes, many of us have aspirations and goals. Inevitably, most of these goals come with a cost.

Common goals are:

  • Buying a first car, then keeping a car on the road
  • Getting onto…
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We’ve had quite a few clients call us over recent weeks asking ‘what do we do given that Brexit is coming?’

It’s an understandable concern given that change is coming – and yet we don’t…

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Pension Scams

You may have seen the headlines around pension scams in the media over recent days.

It is a sad but true fact that scams can arise in any area of life, not just financial…

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Further our last article on powers of attorney we have continued with another staple of later life planning – Wills.

Arguably knowledge that it is very important to having an up to date, valid will…

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Lasting Powers of Attorney

There are many situations that can arise that may prevent people from being able to manage their own finances, and these can occur at any stage of life.

The question is what happens when…

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We are delighted to welcome the lovely Kate McCarthy into our team.

Kate is working alongside Tony O’Brien, with a view to taking on his role of Compliance Administrator as and when he retires (planned…

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