FCA verified
26th September 2016

Eldon Financial Planning Ltd

Independent Financial Adviser Eldon Financial Planning Ltd, 1 Parsons Court, Welbury Way, Aycliffe Business Park, Newton Aycliffe, DL5 6ZE
First meeting at adviser's own cost
Citywire's "Top 100" 2015 Financial Planners, New Model Advisers 2014, 2013 and 2012 and Chartered award winners in 2011
We can advise you on
    • Unit trusts
    • Traded endowment policies
    • Socially responsible investments
    • Offshore investments
    • OEICs
    • ISAs
    • Investment trusts
    • Investing for income
    • Ethical investments
    • 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
    • Long term care
Meet our advisers
Joss Harwood FPFS, CFPcm
Chartered And Certified Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Gemma Siddle FCSI, FPFS, CFPCM, APP
Chartered And Certified Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Tony Conner FCA, FPFS, CFPcm
Chartered & Certified Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Jon Bean DipPFS AIFP
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us
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 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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

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.

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