Eldon Financial Planning Ltd Independent Financial Adviser
Eldon Financial Planning Ltd, 1 Parsons Court, Welbury Way, Aycliffe Business Park, Newton Aycliffe, DL5 6ZE
(FCA verified: 2nd May 2016)

Citywire's "Top 100" 2015 Financial Planners, New Model Advisers 2014, 2013 and 2012 and Chartered award winners in 2011

First meeting at adviser's own cost

How to contact Eldon Financial Planning Ltd

Our Services

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 11 years.

About Us

We are a Chartered and Accredited Financial Planning firm staffed with individuals 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: [email protected]

Our Advisers

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Our advice areas

  • Unit trusts
  • Traded endowment policies
  • Socially responsible investments
  • Offshore investments
  • OEICs
  • ISAs
  • Investment trusts
  • Investing for income
  • Ethical investments
  • Long term care
  • Life insurance
  • Income protection insurance
  • Healthcare
  • Critical illness
  • Accident & sickness
  • Group protection
  • Group life insurance
  • Corporate pension
  • Stakeholder
  • Sipps
  • Pensions transfer
  • Pensions review
  • Pensions & retirement planning
  • Pensions & divorce
  • Pension drawdown
  • Pension consolidation
  • Annuity purchase
  • School fees planning
  • Savings for children
  • Regular savings
  • National savings
  • Lump sum
  • Taxation planning
  • Income tax
  • Estate planning
  • Capital gains tax
  • Wealth management

Additional Information

  • Fee
  • Fixed fee
  • Hourly rate
  • Retainer
  • Percentage of assets

Preferred clients

  • Minimum wealth (income/assets) £250,000
  • Minimum pension value £100,000
  • Minimum mortgage value £0

Accessibility

  • Wheelchair

Eldon Financial Planning Ltd 1 Parsons Court, Welbury Way Aycliffe Business Park Newton Aycliffe DL5 6ZE

Comprehensive Financial Planning is our core service - in effect we lift the bonnet of your financial life, take out the engine, clean it and put it back, adding any new components needed to get your financial affairs running smoothly and efficiently to meet your own future objectives. Thereafter we focus on creating and preserving family wealth. We are directly authorised and regulated by the Financial Conduct Authority for investment advice.

Legal information

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