Eldon Financial Planning Ltd

Independent Financial Adviser  Eldon Financial Planning Ltd, Newton Aycliffe, County Durham, DL5 6ZE
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FCA authorised
Last authorised 3rd May 2021
Chartered Financial Planners of the Year 2018 and 2011. Citywire's "Top 100" every year since inception.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MR Neale Cooke FPFS
Chartered Financial Planner
MR Tony Conner FCA, FPFS, CFPcm
Chartered & Certified Financial Planner
MRS Gemma Siddle FCSI, FPFS, CFPCM, APP
Chartered And Certified Financial Planner
About us

We are a Chartered 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 address hidden>

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.

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

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

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