Gemma Siddle

Gemma Siddle Email and Phone Number

Chartered Financial Planner and Paraplanner @ Eldon Financial Planning Ltd
Newton Aycliffe, GB
Gemma Siddle's Location
Newton Aycliffe, England, United Kingdom, United Kingdom
Gemma Siddle's Contact Details

Gemma Siddle personal email

n/a
About Gemma Siddle

Gemma Siddle is a Chartered Financial Planner and Paraplanner at Eldon Financial Planning Ltd. She possess expertise in retirement planning, wealth management, strategic financial planning, financial advisory, personal finance and 45 more skills. Colleagues describe her as "Having now had the benefit of advice and support from Gemma for several years I cannot recommend her too strongly. She is the consumate professional in everything she does. Her attention to detail and ability to respond to all requests in a timely manner is exceptional. She is delightful in all her dealings and she fully deserves all the many accolades and Awards that she has received." and "Gemma has provided excellent advice accompanied by expeditious adminstration to follow through the planning."

Gemma Siddle's Current Company Details
Eldon Financial Planning Ltd

Eldon Financial Planning Ltd

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Chartered Financial Planner and Paraplanner
Newton Aycliffe, GB
Website:
eldonfinancial.co.uk
Employees:
11
Gemma Siddle Work Experience Details
  • Eldon Financial Planning Ltd
    Chartered Financial Planner And Paraplanner
    Eldon Financial Planning Ltd
    Newton Aycliffe, Gb
    View
  • Eldon Financial Planning Ltd
    Chartered Financial Planner & Paraplanner
    Eldon Financial Planning Ltd Oct 2005 - Present
    Winner of the Personal Finance Society's CHARTERED FINANCIAL PLANNER OF THE YEAR AWARD 2019/20Winner of the Personal Finance Society's CHARTERED FINANCIAL PLANNING FIRM OF THE YEAR AWARD 2018/19*CITYWIRE RISING STARS 2016, 2017, 2018 & 2019 - Top 35 under 35**YOUNG ACHIEVER OF THE YEAR AWARD 2014* - INSURANCE INSTITUTE OF NEWCASTLE UPON TYNE*PARAPLANNER OF THE YEAR 2013* - INSTITUTE OF FINANCIAL PLANNING*PARAPLANNER OF THE YEAR 2012* - PERSONAL FINANCE SOCIETY*NEW MODEL ADVISER OF THE YEAR - NORTH - 2012, 2013 AND 2014**CHARTERED FINANCIAL PLANNERS OF THE YEAR - 2011*We offer highly specialised personal financial planning, wealth management, retirement planning and tax planning services for individuals.We consider your current circumstances and existing financial arrangements before looking at future scenarios. We will recommend changes if appropriate to effectively meet your aims and objectives in life. This is a highly personalised in depth analysis and reporting process that can be life changing. We meet regularly to provide an ongoing service throughout the changes that life brings.
    View
  • Kwm Consulting Ltd
    Technical Administrator
    Kwm Consulting Ltd Sep 2003 - Sep 2005
    Darlington, United Kingdom

Gemma Siddle Skills

Retirement Planning Wealth Management Strategic Financial Planning Financial Advisory Personal Finance Financial Planners Financial Planning Pensions Inheritance Tax Planning Investments Personal Financial Planning Financial Services Wealth Independent Financial Advice Private Wealth Management Asset Allocation Income Tax Trusts Estate Planning Investment Management Insurance Wealth Management Services Savings Income Protection High Net Worth Individuals Mortgage Lending Protection Investment Strategies Retirement Critical Illness Investment Advisory Alternative Investments Asset Management Lifetime Cashflow Modelling Long Term Care Long Term Care Sipp Asset Managment Equity Release Cash Flow Holistic Financial Planning Saving For Education Paraplanning Fixed Annuities Wealth Accumulation Certified Financial Planner Retirement Savings Offshore Investments Tax Efficiency Unit Trusts

Gemma Siddle Education Details

Frequently Asked Questions about Gemma Siddle

What company does Gemma Siddle work for?

Gemma Siddle works for Eldon Financial Planning Ltd

What is Gemma Siddle's role at the current company?

Gemma Siddle's current role is Chartered Financial Planner and Paraplanner.

What is Gemma Siddle's email address?

Gemma Siddle's email address is ge****@****l.co.uk

What schools did Gemma Siddle attend?

Gemma Siddle attended Queen Elizabeth 6th Form College, The Open University, Chartered Institute For Securities & Investment, Chartered Insurance Institute, Longfield Comprehensive.

What skills is Gemma Siddle known for?

Gemma Siddle has skills like Retirement Planning, Wealth Management, Strategic Financial Planning, Financial Advisory, Personal Finance, Financial Planners, Financial Planning, Pensions, Inheritance Tax Planning, Investments, Personal Financial Planning, Financial Services.

Who are Gemma Siddle's colleagues?

Gemma Siddle's colleagues are Donna Jackson, Laura Mais, Ellie Boylan Cert Cii, Bethany Cowell Apfs.

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