Testimonials

You can read below some written testimonials from our clients. In addition, you can click here to watch our client, Christine, discuss the service she has received from us.

 

“I have been a customer of Eldon Financial Planning since 2005. I am very pleased with the work they have done for me. They are a small friendly team and extremely knowledgeable and reliable. I would recommend them to anyone. I consider the 500 mile round trip to see them very worthwhile.”

Mr J.W, London

 

“Having had the benefit of advice and support from Gemma for several years I cannot recommend her too strongly. She is the consummate professional in everything she does. Her attention to detail and ability to respond to all requests in a timely manner is exceptional. She is delightful in all her dealings and she fully deserves all the accolades and awards that she has received.”

Mr J.R, Bishop Auckland

 

“Eldon has acted as advisers for my wife and myself for several years. Their knowledge of financial and investment matters is encyclopaedic and their advice is given very clearly to those of us who are not well informed about financial matters. They are very approachable and friendly. They are willing to travel to see us (wife is disabled). I would recommend Eldon to others who are looking for investment advice.”

Mr M.G, Lancaster

 

“For financial security, investments and pension provision you need a company that you can trust and has the professional knowledge in an array of investment, to find products that match your personal profile. Eldon Financial Planners effectively satisfied all that criteria for me, maximising my investments and pension requirements for the best possible returns.”

Mr K.W, Richmond

 

“We have been with Eldon since the last century and their care and expertise allayed any worries that we might have had about taking early retirement. Our trust has not been misplaced and their efficiency and humanity is much respected and appreciated.”

Mr & Mrs A.T, Darlington

 

“Gemma is thoroughly professional, knowledgeable and is able to communicate the most complicated issues clearly and sympathetically. I would recommend Gemma and Eldon to anyone seeking financial advice.”

Mrs C.R, Bishop Auckland

 

“Choosing Eldon was the best financial decision we have ever made. We have now seen Gemma for a number of years and she feels like a family friend. Our changing needs are all reviewed carefully and we are able to look at all kinds of future possibilities. We are very happy with the service provided by Eldon; they have guided us through the financial strains of bringing up children, planning for retirement and now we are retired, how to best use our investments. The financial security given to us by well managed investments has meant that I have felt able to retire before feeling completely worn out. We can look forward to our retirement years knowing that whatever happens, we won’t suddenly find ourselves in a financial hole.”

Ms H.H, Newcastle Upon Tyne

 

“Eldon has a fantastic ability to make the most complex simple and understandable. Not only do we get great technical advice but we also receive wonderful personal service. Our family’s finances couldn’t be in better hands!”

Mrs L.C, Herts

 

“I can now report that, following nearly 6 years of retirement, Eldon’s management, including the specific tweaking and streamlining of our investments, has given us complete confidence for the future on the financial front. The personal touch is what makes Eldon so special and we have no hesitation in recommending them.”

Mrs J.S, Richmond

 

“My wife and I first joined Eldon in the early 2000’s on personal recommendation. At that time our endowment insurances were not going to cover our mortgages. Eldon guided us through this difficult time and helped us make good on the shortfall. Since then they have helped with our retirement funds and given advice to our children and their house purchases. We have been very happy with the services provided and we would recommend them to anyone. They are knowledgeable and helpful as well as being extremely pleasant people to deal with.”

Mr J.H, Ponteland

 

“After all these years – 25 at least – we continue to enjoy having Joss and the Eldon team taking care of our finances, secure in the knowledge that they have our best interests at heart.”

Mr G.D, Durham

 

“Until I found Eldon, my experience of financial advisers had been at best mediocre and at worst verging on negligence. Eldon however has been nothing but supremely professional offering a service that is personable and appropriate to my circumstances, ambitions and values. I’m indebted to Gemma’s help in setting me on the right path of a solid financial footing for my future which is clearly evidenced in the growth and status of my portfolio compared to when I started”

Mrs S.Q, Shipley

 

“We have been advised by Eldon for more than 20 years. The advice and support that we have received has been first class. EFP provide a very professional service tailored to our specific personal requirements, meeting with us regularly and listening to and responding to our concerns. We’ve recommended them to several friends and they’ve also been very happy with the service they’ve received.”

Mr R.H, Durham

 

“I have found the support of the Eldon team invaluable over several years. The sensitivity with which they have dealt with my mum’s financial concerns, and supported me to be informed and useful as her attorney, has made all the difference to me. The team all have excellent levels of customer care, and the personal adviser (Gemma) we have worked with consistently has been able to give up-to-the-minute and detailed advice at every point. We have been thoroughly satisfied and confident that the financial advice given has enabled us to make secure decisions, and is of the highest quality. We discovered Eldon accidentally but it was unquestionably one of the best things that could have happened.”

Mr P.H, Darlington