We stand out by standing up for the best client outcomes.
We have long been of the view that professional Financial Planners should be highly qualified in line with the requirements of other professions such as legal and accountancy. Some Financial Planners contend that experience is the key, but we feel we owe it to you, our clients, to have as much knowledge and expertise as possible in addition to many years’ experience. With this combination we believe we can truly say that we deliver a first class service.
The most basic qualification held by authorised financial advisers is the Diploma in Regulated Financial Planning (DipPFS), at QCA level 4 in the National Qualifications Framework. These advisers can call themselves ‘fully qualified”. Directors Tony Conner & Gemma Siddle are at level 6, being Chartered Financial Planners and Fellows of the Personal Finance Society (FPFS). Gemma was an individual national award winner for technical financial planning in 2012.
In addition, Gemma is a Chartered Wealth Manager and holds the internationally recognised Certified Financial Planner licence (CFPTM). She was also a national award winner within the Financial Planning arm of what is now the Chartered Institute of Securities and Investments (CISI) in 2013 and won the flagship “Chartered Financial Planner of the Year” Award from the Personal Finance Society in 2019. Tony is also a Chartered Accountant; a Fellow of the Institute of Chartered Accountants in England & Wales. (FCA).
Graduate Financial Planner Adam Kinsley is well on his way to ‘the top’ being QCA level 4 qualified and almost at Chartered status. His First Class Honours degree in International Finance & Banking having set him in excellent stead for his career pathway with us.
Our technical support team have the same ethos of using expertise to deliver the best possible service to our clients, and they are all on their journey towards Chartered status too.
and there’s more…..
We are very proud that Eldon was one of the first to be awarded Corporate Chartered Financial Planner status by the Chartered Insurance Institute, a designation now being achieved by a growing number of financial planning firms.
Eldon Financial Planning was corporate “Chartered Financial Planning Firm of the Year” in 2011 and again in 2018. Click to go to the Chartered Financial Planner website
Also, in 2011 we were one of the first 25 firms in the UK to be awarded Accredited Financial Planning Firm status by the Institute of Financial Planning (now the Chartered Institute for Securities and Investments), an internationally recognised professional body.
We have been listed on Citywire’s ”Top 100” firms since outset; one of just a handful of firms to achieve this accolade.