Eldon Financial Planning Ltd
Tackling isolation in all its forms right across the UK.
Eldon Financial Planning Ltd: improving financial education & fighting poverty
About Eldon Financial Planning Ltd
We are an independent Chartered Financial Planning firm on a mission to empower people to understand their finances and make their futures financially secure.
We believe that financial planning is about arranging your finances efficiently, with all the jigsaw pieces fitting neatly together, to help you get what you want from life. A good investment strategy and quality financial products can help you to achieve this, but we always start from the foundation of understanding the purpose of your money.
We are an employee-owned company with a small but highly accredited, highly qualified, and dedicated team with a clear focus on doing the right thing for our clients and helping them achieve their goals. You can read more about our team on our Meet the Team page.
Eldon Financial Planning Ltd with Point North
Through their Eldon Charitable Fund with Point North, Eldon Financial Planning Ltd provide sustainable support to local charities that focus on financial education, financial planning, and debt management initiatives for adults and families who may not otherwise receive such help.
More from Eldon Financial Planning Ltd
Inspiring the future generation to consider a career in financial planning profession.
Trekking through the North York Moors to raise funds for Alzheimer’s Society.
Eldon attends one of WizeUp’s school visits where young people gain invaluable insights into personal finance management.
“On behalf of the entire team, I would like to express our sincere gratitude to everyone at Eldon Financial Planning and Point North for their unwavering support throughout this year.
“The success of our North East deliveries is a direct result of this collaborative relationship. We are incredibly proud of the impact achieved so far and remain fully committed to continuing this partnership into 2026 and beyond.”
Eldon Charitable Fund grant holder
Why we give
In 2021, we decided it was time to create the Eldon Charitable Fund with the Point North to drive positive change in our local community and build a sustainable future for generations to come.
Our Fund also aligns with, and contributes to the United Nations Sustainable Development Goals (SDG):
- No Poverty (SDG#1)
- Quality Education (SDG#4)
- Decent Work and Economic Growth (SDG#8)
- Reduced Inequalities (SDG#10)
- Sustainable Cities and Communities (SDG#11)
Grants distributed
Eldon Financial Planning Ltd improves financial education & fights poverty in communities across County Durham and Darlington.
You can see some of the grants they’ve given on this map.
Because of our commitment to IVAR Flexible Funding, we make sure every grant we give is transparent and responsive to the needs of our communities.