Eldon Financial Planning Limited
Eldon Financial Planning Limited is a financial advisory firm that provides financial planning services to individuals and families. They focus on helping clients achieve their financial goals through advice and strategies.
- Tax Planning
- Retirement Planning
- Investment Planning
- Lifetime Financial Planning
Locations
Company Details
Eldon Financial Planning Limited is operated by Eldon Financial Planning Limited and is a Active company incorporated on 14 October 2002 with the registered office located in Newton Aycliffe, County Durham. Eldon Financial Planning Limited was registered 22 years ago.
Status
Active
Size
Small
Directors
3
Age
22 years old
Employees
11
Turnover
Unreported
Total Assets
£1.15M
Cash in Bank
£650.13K
Total Liabilities
-£309.17K
Teams
8
3
3
1
1
Managing Director • Joined Nov 2021
Administrator • Joined Mar 2024
Administrator/PA • Joined Sep 2013
Technical Administrator • Joined Sep 2023
Chartered Financial Planner & Paraplanner • Joined Oct 2005
Chartered Financial Planner • Joined Aug 2021
Paraplanner • Joined Jan 2025
Chartered Financial Planner • Joined Jan 2023
Administrator • Joined Mar 2024
Administrator/PA • Joined Sep 2013
Technical Administrator • Joined Sep 2023
Chartered Financial Planner • Joined Aug 2021
Paraplanner • Joined Jan 2025
Chartered Financial Planner • Joined Jan 2023
Managing Director • Joined Nov 2021
Chartered Financial Planner & Paraplanner • Joined Oct 2005