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  • Home
  • Why Eldon
    • About Us
    • Meet The Team
    • Our Fees
    • Qualifications
    • Testimonials
  • Our Services
    • What We Do
    • The Eldon Process
    • Lifetime Financial Planning
    • Retirement Planning
    • Investment Planning
    • Tax Planning
  • People Like You
  • Charity
  • News
  • Contact Us
Client Portal
logotype
logotype
  • Home
  • Why Eldon
    • About Us
    • Meet The Team
    • Our Fees
    • Qualifications
    • Testimonials
  • Our Services
    • What We Do
    • The Eldon Process
    • Lifetime Financial Planning
    • Retirement Planning
    • Investment Planning
    • Tax Planning
  • People Like You
  • Charity
  • News
  • Contact Us
Client Portal
logotype
  • Home
  • Why Eldon
    • About Us
    • Meet The Team
    • Our Fees
    • Qualifications
    • Testimonials
  • Our Services
    • What We Do
    • The Eldon Process
    • Lifetime Financial Planning
    • Retirement Planning
    • Investment Planning
    • Tax Planning
  • People Like You
  • Charity
  • News
  • Contact Us

People Like You

The following stories are based upon real client experiences. For data protection reasons, we have changed certain information and of course client names. If you’d like to speak to one of our clients let us know and we will put you in touch. A digital copy of our brochure is available here.

People like you . . .

. . . seek financial guidance for a number of reasons but at the root of most queries is the need for reassurance. We all want to be sure that we can afford to live the life we choose without running out of money. The fundamental question is “will I have enough?” and the next question is typically “is my money in the right place for me?”.

People come to us . . .

. . . because we can answer those questions and just about every other one that comes our way. We know what we are talking about. Eldon Financial Planning is a leader in the field when it comes to expertise, experience and maintaining our clients’ trust. Our relationships with people are long lasting and successful. We give peace of mind, understanding, direction and support. In short, we change people’s lives and have many stories to tell.

Here are a few:
Janette & Mark’s Story
Edward & Clare’s Story
Marion’s Story
Patryk’s Story
Geoff & Linda’s Story
Contact Us

Eldon Financial Planning Limited

1 Parsons Court

Welbury Way

Newton Aycliffe

County Durham

DL5 6ZE

 

Telephone: (01325) 318000

Office Hours

Monday to Thursday:

9:00am – 4:30pm

Friday:

9:00am – 12:30pm

Important

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.

To contact the Financial Ombudsman Service please visit:

www.financial-ombudsman.org.uk

Useful Links
Important Information
Privacy Information
Recruitment

Eldon Financial Planning Limited is authorised and regulated by the Financial Conduct Authority No. 221354

Registered in England & Wales No. 4561871