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Capital and Trust - March 18, 2022 - 0 minute read

Eldon Financial Planning who are based in the Northeast has been acquired by its employees. The Company has always considered its staff as ‘family’ and not ‘just employees’, the team goes to great lengths to develop long-term relationships with clients.

Mr Conner, a Chartered Financial Planner at Eldon Financial Planning said, “the firm had ruled out a sale to a third party as it’s too big a risk to the firm’s personal service ethos.”

Eldon Financial Planning announced the plans to transform to employee ownership back in March 2020, today the conversion took place.

Gemma Siddle, director of client services and Chartered Financial Planner, said: “The transaction has completed today for Eldon Financial Planning to become employee-owned with 100% of shares now held by the trust. We’re delighted and excited for the future.”

Eldon Financial Planning is now owned by an Employee Ownership Trust (EOT). It continues to strengthen and has doubled in size over the past 6 years, it plans to take on more Chartered Financial Planners in the future.

If you’d like a confidential, obligation-free discussion about selling or acquiring a Wealth Management / Asset Management business, please click here, alternatively contact us on 0207-043-4300 or email us.

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