Eldon Financial Planning Ltd
CHARTERED FINANCIAL PLANNING FIRM OF THE YEAR - 2018 CHARTERED FINANCIAL PLANNERS OF THE YEAR - 2011 NEW MODEL ADVISERS OF THE YEAR 2012 & 2013 & 2014 - NORTH NEW MODEL ADVISER TOP 100 FIRM - every year since inception in 2012 Chartered Financial Planning firm in the North-East offering a unique service and genuine advice. Eldon Financial Planning Ltd was set up in 2002 by three like minded Directors, aspiring to become the North East’s premier fee based personal financial planning practice. We have steadily grown the business by personal recommendation and professional referral. However, we remain small enough to provide a highly personalised, bespoke service and we will always be client focused. We give specific, detailed advice within the framework of a comprehensive financial plan so that everything fits together. We have highly developed expertise in investment, retirement and tax planning for those with more sophisticated requirements.
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6
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LinkedIn employees
10
1 to 10 range
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Distinct roles
5
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- BC
Bethany Cowell
Chartered Financial Planner · Finance & Accounting
EmailPhone - JH
James Hunt
Chartered Financial Planner · Finance & Accounting
EmailPhone - CS
Charlotte Scott
Paraplanner · Finance & Accounting
EmailPhone - DJ
Donna Jackson
Administrator Pa · Operations
EmailPhone - GS
Gemma Siddle
Chartered Financial Planner & Paraplanner · Other
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Eldon Financial Planning Ltd
5 distinct titles indexed · top 5 shown.
- 2chartered financial planner
- 1administrator
- 1administrator pa
- 1chartered financial planner & paraplanner
- 1paraplanner
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