Eldon Financial Planning Ltd
Independent Financial Adviser

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

Where to find us

1 Parsons Court Welbury Way Aycliffe Business Park Newton Aycliffe DL5 6ZE

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Our advisers

Joss Harwood

Joss Harwood

Chartered And Certified Financial Planner
Qualifications
  • Statements of Professional Standing
  • CF8 - Certificate in Long-Term Care Insurance (CII)
  • G30 - Business Financial Planning (CII)
  • G60 - Pensions (CII)
  • G80 - Long-Term Care, Life and Health Protection (CII)
  • K10 - Retirement Options (CII)
  • K20 - Pensions Investment Options (CII)
  • G20 - Personal Investment Planning (CII)
  • G70 - Investment Portfolio Management (CII)
  • AFPC - Advanced Financial Planning Certificate (CII)
  • CF7 - Certificate in Lifetime Mortgages Activities (CII)
  • Chartered Financial Planner (CII)
  • H25 - Holistic Financial Planning (CII)
  • FPFS - Fellow, Personal Finance Society (PFS)
  • G10 - Taxation and Trusts (CII)
  • MAQ - Mortgage Advice Qualification (CII)
  • CFP - Certified Financial Planner Licence (IFP)
  • 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

Gemma Siddle

Gemma Siddle

Chartered And Certified Financial Planner
Qualifications
  • Statements of Professional Standing
  • AF3 - Pension Planning (CII)
  • CF8 - Certificate in Long-Term Care Insurance (CII)
  • AF4 - Investment Planning (CII)
  • J01 - Personal Tax (CII)
  • J02 - Trusts (CII)
  • J05 - Pension Income Options (CII)
  • AF5 - Financial Planning Process (CII)
  • CF6 - Certificate in Mortgage Advice (CII)
  • CF7 - Certificate in Lifetime Mortgages Activities (CII)
  • Chartered Financial Planner (CII)
  • Diploma In Financial Planning (CII)
  • Dip PFS - Personal Finance Society Diploma (PFS)
  • FPFS - Fellow, Personal Finance Society (PFS)
  • AF1 - Personal Tax and Trust Planning (CII)
  • J04 - Pension Funding Options (CII)
  • CertPFS (DM) - Certificate Personal Finance Society (PFS)
  • CFP - Certified Financial Planner Licence (IFP)
  • CF2 - Investment and Risk (CII)
  • J06 - Investment Principles, Markets and Environment (CII)
  • J08 - Financial Planning Practice (CII)

Accreditations

  • Chartered financial planner
  • Certified financial planner

Awards

Chartered Awards - Paraplanner of the Year 2012 IFP Awards - Paraplanner of the Year 2013 Newcastle Upon Tyne CII Vice President's Award 2014 "Young Achiever of the Year"

Tony Conner

Tony Conner

Chartered & Certified Financial Planner
Qualifications
  • Statements of Professional Standing
  • CF8 - Certificate in Long-Term Care Insurance (CII)
  • G60 - Pensions (CII)
  • G80 - Long-Term Care, Life and Health Protection (CII)
  • K10 - Retirement Options (CII)
  • K20 - Pensions Investment Options (CII)
  • G20 - Personal Investment Planning (CII)
  • G70 - Investment Portfolio Management (CII)
  • AFPC - Advanced Financial Planning Certificate (CII)
  • Chartered Financial Planner (CII)
  • H25 - Holistic Financial Planning (CII)
  • FPFS - Fellow, Personal Finance Society (PFS)
  • G10 - Taxation and Trusts (CII)
  • MAQ - Mortgage Advice Qualification (CII)
  • CFP - Certified Financial Planner Licence (IFP)
  • SV1 - Saving and Investment (CII)

Accreditations

  • Chartered financial planner
  • Certified financial planner

Awards

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

Jon Bean

Jon Bean

Financial Planner
Qualifications
  • Statements of Professional Standing
  • CF3 - Financial Protection (CII)
  • CF4 - Retirement Planning (CII)
  • CF8 - Certificate in Long-Term Care Insurance (CII)
  • AF4 - Investment Planning (CII)
  • J01 - Personal Tax (CII)
  • J02 - Trusts (CII)
  • Dip PFS - Personal Finance Society Diploma (PFS)
  • AF1 - Personal Tax and Trust Planning (CII)
  • J04 - Pension Funding Options (CII)
  • CF2 - Investment and Risk (CII)
  • J06 - Investment Principles, Markets and Environment (CII)

Our Services

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 11 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

Payment options

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

Preferred clients

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

Accessibility

  • Wheelchair access

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]

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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