About the Business
Eldon Financial Planning Limited is a Chartered and Accredited firm set up in 2002 by three like minded Directors aspiring to become the North East's premier fee based personal Financial Planning practice. Owen retired in 2010, leaving Tony & Joss ably supported by an expert young team. We are proud to be multi award winning, and we remain Independent Financial Advisers. Our office is easy to get to, you can park right outside and there's plenty of hot coffee! We have steadily grown the business over the years by personal recommendation and professional referral.
However, we remain small enough to provide a highly personalised and individually tailored service. We give specific, detailed advice within the framework of a comprehensive financial plan so that everything fits together to meet clients' objectives in life. We have developed high level expertise in investment, retirement and tax planning for those with simple or more sophisticated requirements.
Location & Hours
Welbury Way
