We have been with Eldon since the last century and their care and expertise allayed any worries that we might have had about taking early retirement. Our trust has not been misplaced and their efficiency and humanity is much respected and appreciated. You will have your own question about your finances that prompted you to seek advice.
Your own preferences and circumstances mean that the answer needs to be specifically tailored to you. We would work with you to build a financial plan that focuses on what you want to do, when you want to do it, what it will cost and when you can likely afford it. This process involves reviewing all aspects of your finances to ensure they are in tip top shape.
Your own preferences and circumstances mean that the answer needs to be specifically tailored to you. We would work with you to build a financial plan that focuses on what you want to do, when you want to do it, what it will cost and when you can likely afford it. This process involves reviewing all aspects of your finances to ensure they are in tip top shape.
Services
We are an independent* Chartered Financial Planning firm set up in 2002 by three like minded Directors, Owen Temple, Tony Conner & Joss Harwood aspiring to become the North East's premier personal Financial Planning practice. We were unusual back then because we charged fees; we didn't take commission.
Our mission is to help you understand your finances, arranging them efficiently to help you get what you want from life. That's easy to say but how do we do it?. First, we listen to our clients. We need to know (as far as you know!) what you want to do with your life. It is very important that we have an open and frank discussion so that we understand each other and can comfortably work together over time.
We have long been of the view that professional Financial Planners should be highly qualified in line with the requirements of other professions such as legal and accountancy. Some Financial Planners contend that experience is the key, but we feel we owe it to you, our clients, to have as much knowledge and expertise as possible in addition to many years' experience.
You can read below some written testimonials from our clients. For so many years you have been wonderfully supportive and given me excellent advice with great tact and patience. It means that I am now solvent and stress-free with access to friendly help on tap. How lucky am I to have found you! I just wanted to say a heart felt thank you for all the time and attention Tony and Suzanne gave us today.
Stage 1 is where we meet so that you can explain your circumstances and let us know how you feel about different aspects of your affairs - and most importantly, how you want your future to look. After the meeting, if we agree to move to stages 2 and 3 we will write to you confirming the scope of our service and the cost.
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