Response rating
7.0/10
FCA verified
24th July 2017

Eldon Financial Planning Ltd

Independent Financial Adviser Eldon Financial Planning Ltd, 1 Parsons Court, Welbury Way, Aycliffe Business Park, Newton Aycliffe, County Durham, DL5 6ZE
First meeting at adviser's own cost
Citywire's "Top 100" 2016 Financial Planners, New Model Advisers 2014, 2013 and 2012 and Chartered award winners in 2011
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group life insurance
    • Group protection
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
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
Neale Cooke FPFS
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:

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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