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Eldon Financial Planning Ltd
Independent Financial Adviser

Eldon Financial Planning Ltd

Innovation House
Longfield Road
South Church Enterprise Park
Bishop Auckland
DL14 6XB

01388 770 810

Citywire's "Top 100" 2012 Financial Planners, New Model Advisers 2012 and Chartered award winners in both 2011 and 2012

  • First meeting at adviser's own cost
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What we do really well

We form trusted ongoing working relationships with our clients who would universally recommend us. This is key because Financial Planning is rarely a 'one off' process. Our service is genuinely client centred and we have worked on a fair fee basis for 10 years.

Advice areas

Investments

  • Ethical investments
  • Investing for income
  • Investment trusts
  • ISAs
  • OEICs
  • Offshore investments
  • Socially responsible investments
  • Traded endowment policies
  • Unit trusts

Protection

  • Accident & sickness
  • Critical illness
  • Healthcare
  • Income protection insurance
  • Life insurance
  • Long term care

Business

  • Corporate pension
  • Group life insurance
  • Group protection

Pensions

  • Annuity purchase
  • Pension consolidation
  • Pension drawdown
  • Pensions & divorce
  • Pensions & retirement planning
  • Pensions review
  • Pensions transfer
  • Sipps
  • Stakeholder

Savings

  • Lump sum
  • National savings
  • Regular savings
  • Savings for children
  • School fees planning

Tax & trust planning

  • Capital gains tax
  • Estate planning
  • Income tax
  • Taxation planning

Financial planning

  • Wealth management

About us

We are a Chartered and Accredited Financial Planning firm staffed with indiviuals qualified at the highest levels, working closely with our clients over time to make sure that they make best use of their financial resources to achieve their goals. We work with individuals who have more complex affairs as well as those who simply want good investment advice. You can meet us without charge or obligation. Contact us by email as follows: enquiries@eldonfinancial.co.uk

Our advisers

Gemma Siddle Statements of Professional Standing

Gemma Siddle
Chartered And Certified Financial Planner

Qualifications

  • This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
    AF3 - Pension Planning (CII)
  • This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
    CF8 - Certificate in Long-Term Care Insurance (CII)
  • This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
    AF4 - Investment Planning (CII)
  • At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
    J01 - Personal Tax (CII)
  • At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
    J02 - Trusts (CII)
  • At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
    J05 - Pension Income Options (CII)
  • This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
    AF5 - Financial Planning Process (CII)
  • This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
    CF6 - Certificate in Mortgage Advice (CII)
  • This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
    CF7 - Certificate in Lifetime Mortgages Activities (CII)
  • Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
    Chartered Financial Planner (CII)
  • This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
    Diploma In Financial Planning (CII)
  • To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
    Dip PFS - Personal Finance Society Diploma (PFS)
  • To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
    FPFS - Fellow, Personal Finance Society (PFS)
  • This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
    AF1 - Personal Tax and Trust Planning (CII)
  • At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
    J04 - Pension Funding Options (CII)
  • To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
    CertPFS (DM) - Certificate Personal Finance Society (PFS)
  • An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
    CFP - Certified Financial Planner Licence (IFP)
  • This examination assesses a knowledge and understanding of investment products and the risks involved.
    CF2 - Investment and Risk (CII)
  • At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
    J06 - Investment Principles, Markets and Environment (CII)
  • This qualification helps advisers develop and demonstrate their financial planning capabilities.
    J08 - Financial Planning Practice (CII)

Accreditations

  • Chartered financial planner
  • Certified financial planner

Awards

Chartered Award - Paraplanner of the Year 2012

More
Joss Harwood Statements of Professional Standing

Joss Harwood
Chartered And Certified Financial Planner

Qualifications

  • This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
    CF8 - Certificate in Long-Term Care Insurance (CII)
  • This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
    G30 - Business Financial Planning (CII)
  • This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
    G60 - Pensions (CII)
  • This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.
    G80 - Long-Term Care, Life and Health Protection (CII)
  • This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
    K10 - Retirement Options (CII)
  • This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
    K20 - Pensions Investment Options (CII)
  • This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
    G20 - Personal Investment Planning (CII)
  • This qualification assessed a knowledge and understanding of portfolio investment management.
    G70 - Investment Portfolio Management (CII)
  • In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
    AFPC - Advanced Financial Planning Certificate (CII)
  • This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
    CF7 - Certificate in Lifetime Mortgages Activities (CII)
  • Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
    Chartered Financial Planner (CII)
  • This examination assessed knowledge and understanding to analyse and evaluate a client’s circumstances and financial needs and produce a holistic financial solution based on an in-depth knowledge of financial services products.
    H25 - Holistic Financial Planning (CII)
  • To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
    FPFS - Fellow, Personal Finance Society (PFS)
  • This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
    G10 - Taxation and Trusts (CII)
  • This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
    MAQ - Mortgage Advice Qualification (CII)
  • An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
    CFP - Certified Financial Planner Licence (IFP)
  • This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
    SV1 - Saving and Investment (CII)

Accreditations

  • Chartered financial planner
  • Certified financial planner

Awards

As a firm Chartered Financial lanners of the Year 2011 New Model Advisers of the year 2012 (North) Listed in Citywire "top 100" 2012

More
Tony Conner Statements of Professional Standing

Tony Conner
Chartered & Certified Financial Planner

Qualifications

  • This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
    CF8 - Certificate in Long-Term Care Insurance (CII)
  • This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
    G60 - Pensions (CII)
  • This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.
    G80 - Long-Term Care, Life and Health Protection (CII)
  • This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
    K10 - Retirement Options (CII)
  • This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
    K20 - Pensions Investment Options (CII)
  • This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
    G20 - Personal Investment Planning (CII)
  • This qualification assessed a knowledge and understanding of portfolio investment management.
    G70 - Investment Portfolio Management (CII)
  • In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
    AFPC - Advanced Financial Planning Certificate (CII)
  • Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
    Chartered Financial Planner (CII)
  • This examination assessed knowledge and understanding to analyse and evaluate a client’s circumstances and financial needs and produce a holistic financial solution based on an in-depth knowledge of financial services products.
    H25 - Holistic Financial Planning (CII)
  • To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
    FPFS - Fellow, Personal Finance Society (PFS)
  • This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
    G10 - Taxation and Trusts (CII)
  • This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
    MAQ - Mortgage Advice Qualification (CII)
  • An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
    CFP - Certified Financial Planner Licence (IFP)
  • This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
    SV1 - Saving and Investment (CII)

Accreditations

  • Chartered financial planner
  • Certified financial planner

Awards

see Joss Harwood's entry for firm's latest awards.

More
Jon Bean Statements of Professional Standing

Jon Bean
Authorised Paraplanner

Qualifications

  • This examination assesses a knowledge and understanding of financial protection plans.
    CF3 - Financial Protection (CII)
  • This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
    CF4 - Retirement Planning (CII)
  • At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
    J01 - Personal Tax (CII)
  • At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
    J02 - Trusts (CII)
  • To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
    Dip PFS - Personal Finance Society Diploma (PFS)
  • This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
    AF1 - Personal Tax and Trust Planning (CII)
  • At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
    J04 - Pension Funding Options (CII)
  • This examination assesses a knowledge and understanding of investment products and the risks involved.
    CF2 - Investment and Risk (CII)
  • At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
    J06 - Investment Principles, Markets and Environment (CII)
More

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