Eldon Financial Planning Ltd
Financial Services
Welbury Way, United Kingdom
11 employees
- Employees
- 11
- Contacts
- 2
- Emails
- 2
Eldon Financial Planning Ltd Overview
- Headquarters
- Welbury Way, United Kingdom
- Phone Number
- Available in AeroLeads
- Website
- eldonfinancial.co.uk
- Industry
- Financial Services
- Employees
- 11
- Founded
- 2002
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About 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.
Eldon Financial Planning Ltd Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Eldon Financial Planning Ltd Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Donna Jackson | Darlington, England, United Kingdom |
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| James Hunt | Chartered Financial Planner at Eldon |
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| Bethany Cowell Apfs | Chartered Financial Planner at Eldon | Hartlepool, England, United Kingdom |
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| Gemma Siddle | Director of Client Services - Planning | Newton Aycliffe, England, United Kingdom |
Email
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Employees by Management Level
Individual contributor
4 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
| Executive | 1 | 1 | 0 |
Eldon Financial Planning Ltd Tech Stack
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