Eldon Financial Planning Limited -
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enquiries@eldonfinancial.co.uk

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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Okay so I doubt ‘financial advice’ will make it onto many letters to Santa but as there is no doubt that the ‘most wonderful time of the year’ can also be one of the…

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We are delighted to announce that Eldon has just been awarded the highly sought after accolade of UK “Chartered Financial Planning Firm of the Year” by our professional body, The Personal Finance Society (PFS)….

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Top 35 Next Generation Advisers

We are delighted to see Gemma once again in the Citywire Top 35 Next Generation Advisers 2018 list!

The list, compiled by the New Model Adviser publication, showcases the top 35 young advisers of 2018…

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