Eldon Financial Planning Limited

Reference number: 221354

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When eldonfinancial.co.uk first appeared online, and whether it can receive email
  • What kind of line 01325 318000 is
  • Who else gives the postcode DL5 6ZE
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Claims management No FSCS cover
    Money you pay a claims company is not FSCS protected, but FCA rules cap what it may charge you for a financial services claim. Complaints about this firm go to the Financial Ombudsman Service free of charge.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (11 permissions)
  • Advice, investigation or representation in relation to a financial services or financial product claim
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services
  • Seeking out, referrals and identification of claims or potential claims (personal injury claim; financial services or financial product claim; housing disrepair claim; claim for a specified benefit; criminal injury claim; employment related claim)

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
04561871
Company status
Active
Company type
Private limited company
Incorporated
14 October 2002 (24 years old)
Registered office
1 Parsons Court Welbury Way, Aycliffe Business Park, Newton Aycliffe, County Durham, DL5 6ZE
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Tax consultancy (SIC 69203)

Directors and company secretaries

Name Role Born Appointed Other companies
Gemma Louise Siddle Director Oct 1983 1 Apr 2016 None
Kevin Andrew Mccarthy Director May 1981 1 Nov 2018 2 other companies
Adam James Kinsley Director Jun 1993 1 Jan 2024 None

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
2
closed down
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 October 2025Abridged accountsNot audited

Net assets

£943k

+13% from £836k

Cash at bank

£742k

+14% from £650k

Employees (average)

11

Same as 11

Owed within a year

£331k

+12% from £295k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 04561871. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Eldon Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (9) All events (22)

2022

18 March 2022

  • Anthony Paul Conner gave up control
  • Efpl Eot Limited took control (75–100% of shares)

Companies House

2018

3 April 2018

  • Jocelyn Anne Harwood stopped being a part-owner

Companies House

2016

6 April 2016

  • Anthony Paul Conner took control (50–75% of shares)
  • Jocelyn Anne Harwood became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2003

10 February 2003

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2002

14 October 2002

  • Incorporated at Companies House

Companies House

In the full report: all 22 events

  • All 22 events in its history (9 shown here)
  • Every director appointment and resignation: 9
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Firms like Eldon Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Newton Aycliffe

Fangdale Financial LimitedNewton AycliffeAuthorisedHarrison Brown Financial Services LimitedNewton AycliffeAuthorisedThe Protection Parent LtdNewton AycliffeAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Eldon Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 22 events in its history

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Frequently asked questions about this firm

Is Eldon Financial Planning Limited FCA authorised?
Yes, Eldon Financial Planning Limited (FRN 221354) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2003 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Eldon Financial Planning’s phone number and website?
The FCA register lists the phone number 01325 318000 and the website eldonfinancial.co.uk for Eldon Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Eldon Financial Planning a scam or clone?
Eldon Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Eldon Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Eldon Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Eldon Financial Planning?
Eldon Financial Planning is owned by Efpl Eot Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 18 March 2022. Before that, it was controlled by Mrs Jocelyn Anne Harwood and Mr Anthony Paul Conner.
Who runs Eldon Financial Planning?
Companies House lists 3 directors of Eldon Financial Planning: Gemma Louise Siddle, Kevin Andrew McCarthy and Adam James Kinsley.
How long has Eldon Financial Planning been in business?
The company was formed on 14 October 2002, and has held its current FCA authorisation since February 2003.
What do Eldon Financial Planning’s latest accounts show?
Its latest accounts, to 31 October 2025, show net assets of £943k (+13% from £836k) and cash at bank of £742k (+14% from £650k).

Sources and links

The full report on Eldon Financial Planning Limited

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