Reviewed for

Insurance and Protection ( 26 )

Mortgages ( 6 )

Pensions ( 143 )

Equity Release ( 8 )

Retirement income (annuities, drawdown) ( 116 )

Auto Enrolment ( 3 )

Investments and Savings ( 145 )

Pension Transfers - Non Specialist ( 43 )

Inheritance Planning ( 64 )

Long Term Care ( 16 )

Pension Transfers - Specialist ( 23 )

Financial Planning ( 96 )

Financial Mentoring ( 15 )

Financial Coaching ( 8 )

Reviewers' assets

£500k+ ( 52 )

£200k - £500k ( 27 )

£100k - £200k ( 11 )

Up to £50k ( 3 )

£50k - 100k ( 9 )

( 2 )

Client reviews

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

We wanted to retire while retaining a decent income and we required a high level of confidence in an adviser who can manage our investment, retirement and inheritance needs efficiently and continuously.

How has Jason Eldrid helped you?

Jason and his team have assessed our position, devised a financial plan, helped us to implement it and are now in a management, review and monitoring process which will adapt to our changing needs, particularly over the next few seven as various pensions kick in.

Have you seen the outcome you were hoping for?

Yes, definitely. Our overall portfolio value has actually grown despite us being in a decumulation phase and this is down to Jason's management of our retirement wealth.

What could they have done better?

Nothing. An excellent service has been provided at all times.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

To help with my financial planning

How has Jason Eldrid helped you?

With all financial aspects

Have you seen the outcome you were hoping for?

Yes, really positive. Clear to understand too.

What could they have done better?

Nothing :)

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Wanted to plan for a pension

How has Jason Eldrid helped you?

From being 16 years old when I first started earning Sheraton Life and Pensions have advised and invested my money leaving us with a good sum at retirement.

Have you seen the outcome you were hoping for?

Yes, it has allowed us to be comfortable in retirement allowing us to do the travelling we planned for.

What could they have done better?

Not a lot.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Advice on possible early retirement

How has Jason Eldrid helped you?

Sorting out pension investments, and explaining possible lifestyle options.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

To make better use of tax advantages

How has Jason Eldrid helped you?

Structured our finances to make full use of schemes available to us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Pension & financial planning

How has Jason Eldrid helped you?

Greatly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Had our money with another Financial Planning firm, but was not happy with the administration and support we were receiving. So was looking to switch companies and the recommendations for Sheraton Financial Planning were very encouraging. Since going with them we have not looked back.

How has Jason Eldrid helped you?

Jason has massively helped us focus our future objectives that are sound and realistic. Given us peace of mind and security.

Have you seen the outcome you were hoping for?

Our money has seen a return and we are at the same time taking an income from it.

What could they have done better?

Completely happy with the service he and his staff provide!

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

To explore utilising my pensions to allow me to move to part-time working.

How has Jason Eldrid helped you?

Jason has consolidated my various pensions and set up a resilient portfolio that enables me to work part-time and plan for potential early retirement.

Have you seen the outcome you were hoping for?

Absolutely, I have now been working 3 days a week (mostly) for 3 years.

What could they have done better?

There is a lot to take in. Perhaps 2 sessions instead of one may help with this. But happy with all the information given and explanation of the context within the world and local economy.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Knew we needed one to handle our retirement financial planning

How has Jason Eldrid helped you?

Enabled to enjoy retirement with complete confidence our financial affairs are in order and can sustain our lifestyle choices.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

To manage a portfolio of DB and DC pensions and personal assets in relation to planning retirement

How has Jason Eldrid helped you?

He has successfully evaluated and assessed our complete financial situation. He has then used planning tools and software to develop forward plans, models and scenarios for us to assess our retirement options.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Being financially inept Jason and the team were amazing in thoughtfully explaining all avenues and offering superb advice.

How has Jason Eldrid helped you?

Jason was brilliant in helping me to navigate the minefield of financial planning and investments.

Have you seen the outcome you were hoping for?

Early days but so far so good.

What could they have done better?

Nothing

Jason's reply

Many thanks for the positive review which is much appreciated. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Had pension policies going for years which did not seem to be doing well at all. Also needed a plan to pay off our interest only mortgage and get a definite plan of action for our retirement in the next 5 years.

How has Jason Eldrid helped you?

Jason and his team have organised everything. It has made the whole process very easy and smooth. We do not feel confident with financial issues. But Jason explained everything so well and then implemented the plan we came up with together; we now feel such relief that our finances are in order. Correspondence with Jason is done through a secure app and is always responded to promptly.

Have you seen the outcome you were hoping for?

Been working with Jason for 6 months. Have been able to pay off a good amount from the mortgage, and have a clear plan to pay off the rest this year. The pensions have been moved to better return investment areas. We have a very clear path forward now to help us achieve our goals in our retirement and into our old age.

What could they have done better?

I don’t think they could improve more. Brilliant service.

Jason's reply

Many thanks for the review which is greatly appreciated. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement financial planning

How has Jason Eldrid helped you?

Portfolio for Pension and financial planning

Have you seen the outcome you were hoping for?

More or less

What could they have done better?

Nothing really

Jason's reply

Many thanks for taking the time to leave us a review. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Age and limited information from existing pension funds. Recommended from a trusted friend.

How has Jason Eldrid helped you?

Reorganisation of our financial situation and thorough explanation of how the financial system works.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

So far all seems to be working as planned.

Jason's reply

Thank you for positive feedback which is much appreciated. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Seeing my work pension growing very slowly.

How has Jason Eldrid helped you?

Jason always available for advice. Annual review is very helpful to take advantage of tax relief etc

Have you seen the outcome you were hoping for?

Yes - allowing for the pandemic and a generally bad year, but my work pension performed worse.

Jason's reply

Thank you for the positive feedback. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Getting Prepared for early Retirement

How has Jason Eldrid helped you?

Provided good advice on a quite complex Financial arrangment

Have you seen the outcome you were hoping for?

Yes

Jason's reply

Thank you for taking the time to leave a review, which is much appreciated. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

Not looking

How has Jason Eldrid helped you?

Jason has been very helpful

Have you seen the outcome you were hoping for?

Yes

Jason's reply

Thanks you for taking the time to leave us a review. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Initially for transfer of company pension scheme.

How has Jason Eldrid helped you?

Jason helped with the xfer of my company pesnion - but only after he had performed full assessments and identified the optimal timing for the transfer. Later he provide planning and support that enabled my wife and I to take early retirement with financial confidence.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Totally satisfied with Jason's ongoing support and guidance.

Jason's reply

Many thanks for taking the time leaves us a review. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Between us my partner and I had a few properties, a few pensions and we wanted to understand how to make our money work hard for us so we vould achieve our retirement goals

How has Jason Eldrid helped you?

Jason has clearly and concisely provided advice on how best to invest and manage our portfolio. He has provided advice to us on trusts, wills and protecting ourselves going into our old age.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing we can think of.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I had retired and my husband was looking for advice on planning for retirement

How has Jason Eldrid helped you?

Providing investment advice and tax efficiency

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Repeat review from verified client

October, 2023

Overall

Advice

Service

Value

Based in London

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

As always, very helpful. Answered all my questions.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Needed to start retirement planning.

How has Jason Eldrid helped you?

We have a coherent, reliable, and flexible financial plan for the future.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Repeat review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Kept us fully informed and advised on options during this very uncertain period for investors

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Receiving money from a deceased parent and the need to invest it in the right way. To make current finances more tax efficient and sort out my pensions to enable retirement at 60.

How has Jason Eldrid helped you?

By providing advice in relation to savings and investments, pensions, tax efficiencies and so on.

Have you seen the outcome you were hoping for?

Our goal is very long term (17 years away) so it's too soon to say for sure, but it looks from the plan like the advice we have received will enable us to achieve our goals.

What could they have done better?

N/a

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement with a mixed portfolio of employer pensions and investments with no real idea of whether I could afford to retire and how best to utilise the investments i had to fund a retirement

How has Jason Eldrid helped you?

Jason helped me by simplifying and consolidating my diverse investments into an easy to manage portfolio and making it very tax efficient. I have been able to retire earlier than I expected. Jason has also provided excellent advice on how I can structure my affairs to ensure that when I pass what remains of my wealth will remain with my children.

Have you seen the outcome you were hoping for?

Simply put, yes.

What could they have done better?

Nothing

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Forward planning for retirement

How has Jason Eldrid helped you?

Jason is extremely knowledgeable and has provided sound advice in order to maintain our lifestyle and protect our inheritance for future generations.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Jason is approachable and explains financial issues in a way that is very helpful to laypeople.

Repeat review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Our main contact with Jason is our annual review where our goals and ongoing investment strategies are discussed and any actions agreed upon.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Local, qualified, established business with good ratings.

How has Jason Eldrid helped you?

Pension and trust fund

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

As I am nearing retirement, I wanted to deal with an adviser that I had confidence in, who I felt would provide sound advice and offer a solution best suited to my needs.

How has Jason Eldrid helped you?

Jason has offered a comprehensive service, he has taken the time to fully understand my particular requirements and matched a combination of products and services to comply with my wishes. I certainly feel I have made a good choice of adviser.

Have you seen the outcome you were hoping for?

We are just at the beginning of the process but I certainly feel we are moving in the right direction.

What could they have done better?

I feel that I am being guided on the right path - nothing stands out in my mind that I feel could have be done better.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Jason Eldrid helped you?

Setting up and organising our finances now and ongoing so that we can live comfortably in retirement. Jason explained things in easy to understand language. Jason is extremely knowledgeable on all topics.

Have you seen the outcome you were hoping for?

Yes, Sheraton are putting our financial plan in place and we will work with them on an ongoing basis.

What could they have done better?

N/A

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Powys

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement.

How has Jason Eldrid helped you?

Discussed needs and aspirations and provided appropriate advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am completely satisfied.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

We initially wanted guidance on investment of a redundancy payment, & how best to use it to help us achieve long term financial goals

How has Jason Eldrid helped you?

He provided us with an initial plan, and has worked with us over the last 15 years to continue to achieve our long term financial goals in the light of our changing lifestyle requirements and the ever-evolving global financial environments.

Have you seen the outcome you were hoping for?

Yes - we can still see that we are able to keep to our plans.

What could they have done better?

Hard to think of anything. Any questions/concerns/changes to circumstances etc. have all been addressed quickly and efficiently.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Having to understand how I get my head around moving from feeling in control and understanding my environment whilst working vs. what I have to do in order to plan confidently my retirement.

How has Jason Eldrid helped you?

I needed expert Planning advice that could translate my position and wants into a long term plan that matches my needs and this is what Jason is good at. Worrying about the important stuff and putting aside the things I can afford to worry less about.

Have you seen the outcome you were hoping for?

Yes. The outcome I wanted was a well understood multi-year plan that I feel confident about.

What could they have done better?

Right now there is nothing else I am looking for.

Repeat review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason reviews everything with me annually and he makes everything super clear and uncomplicated. He always answers any questions so I a have a complete understanding and is just very knowledgeable and very helpful. His team are also very efficient and helpful too

Repeat review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Kept us abreast of any developments that might impact either positively or negatively on our finances

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

We wanted to retire early and needed to understand the quality of life we could enjoy when retired.

How has Jason Eldrid helped you?

Developed a financial plan to see us through to age 100 while allowing for our lifestyle requirements during retirement.

Have you seen the outcome you were hoping for?

Yes, absolutely. We are retired and are enjoying it immensely, while having the peace of mind that our long-term retirement planning has been professionally developed and implemented.

What could they have done better?

Probabaly not the cheapest financial adviser we could have found, but you get what you pay for so we hvae no problem with the fees when measured against the quality of the advice given.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Financial planning.

How has Jason Eldrid helped you?

Providing a financial plan tailored to my circumstances and which provides an income.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Better coffee.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

We were unhappy with our previous adviser who failed to help us with planning for retirement and gave us poor advice

How has Jason Eldrid helped you?

He has helped us plan for our retirement and maximise our income safely

Have you seen the outcome you were hoping for?

Apart from current fluctuations in current market things seem to be on track and we no longer have to worry about financial planning

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Jason

Obviously it was a initial meeting but Jason was sincere & full of enthusiasm.

Repeat review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason has helped me with ongoing planing and restructuring some of my savings.

Repeat review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Ongoing management of pension and ISA. Advice given at review as to wider options available for investment along with balanced critique which was most informative and helpful in arriving at informed decision.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Jason Eldrid helped you?

With sound advice across all areas of concern.

Have you seen the outcome you were hoping for?

It’s an ongoing situation but I’m happy with it.

What could they have done better?

No idea.

Repeat review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Given us advice of how and where to invest some of our savings leading to a more rewarding return.

Repeat review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Regular communication and updates

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I was planning for retirement and needed advice on merging several pensions and ensuring future income from those pensions.

How has Jason Eldrid helped you?

Jason spent a long time thoroughly understanding my financial situation, outgoings and lifestyle, as well as my personal risk tolerance and plans for the future. He came up with a plan and spent time explaining all aspects in detail, as well as general financial advice. We have annual review meetings and he is always available by email or phone for questions.

Have you seen the outcome you were hoping for?

Yes, having trusted financial advice gave me the confidence to retire a couple of years earlier than I otherwise would have done, which has been a great benefit to me. I have regular income from my pension pot and feel that it is being managed competently. I don't have the stress of worrying about investments myself.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Looking to retire

How has Jason Eldrid helped you?

Confirmed financial independence and arranged pension funds for better outcome.

Have you seen the outcome you were hoping for?

Yes, now retired.

What could they have done better?

Nothing

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement I had several pensions and wanted advice on how best to take advantage of them.

How has Jason Eldrid helped you?

Jason advised me on my pension options providing me with a very thorough analysis of the possible alternatives. My wife and I have now been clients of his for 5 years. He has managed both our pensions and our ISA investments over this time. He has always been very thorough and informative keeping us up to date with any matters that might impact our financial situation by means of annual face to face meetings and regular emails.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Can not think of anything.

Repeat review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Provided guidance concerning our need to support a family member and respond to the current financial situation

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Redundancy

How has Jason Eldrid helped you?

Provided excellent advice on investing a lump sum to give me a small income and provision on inheritance planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

My husband retired with capital he needed advice for

How has Jason Eldrid helped you?

I can't remember

Have you seen the outcome you were hoping for?

yes

What could they have done better?

send out meeting notes a little more promptly

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

With imminent retirement, a financial plan produced by a suitably qualified advisor was required in order to optimise management of all my financial assets

How has Jason Eldrid helped you?

Jason and his team have prepared an in-depth financial plan with recommendations on how to best manage my finances in the future and maintain desired lifestyle

Have you seen the outcome you were hoping for?

Not yet, still implementing the recommendations

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Preparing for retirement

How has Jason Eldrid helped you?

Helped with managing multiple pension sources, secure planning through retirement

Have you seen the outcome you were hoping for?

Yes

Repeat review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason continues to give first class advice. He explains the various options thoroughly and in understandable language.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I was unclear of what was required to achieve the retirement we wanted

How has Jason Eldrid helped you?

Full financial review to help understand our current situation, financially planning for what we want retirement to look like, tax efficient savings for pension and family events, inheritance planning

Have you seen the outcome you were hoping for?

Everything is much clearer and simpler, we have a plan that we're working to and on track with, its allowed to enjoy now with the piece of mind that our retirement is also taken care of.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

We were thinking of our financial future and retirement

How has Jason Eldrid helped you?

Jason has made us aware of our financial needs for the future

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

We are happy with his services

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

To arrange my pensions on retiring.

How has Jason Eldrid helped you?

To advise on which pensions to take and which ones to put into a portfolio.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Repeat review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason and his team have made it possible for me to retire early. They always give me confidence in their ability to get the most from my money, without high risk.

Repeat review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Continual updates, approachable whenever I have a question. Friendly and knowledgable

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement and needed professional help with financial planning for our future.

How has Jason Eldrid helped you?

Jason explained the options that were open to us, taking into account our personal situation and what might be the best route for us to take.

Have you seen the outcome you were hoping for?

Yes, we feel much more secure with Jason's reasoned direction and his understanding of our personal goals and ambitions.

What could they have done better?

Nothing

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

We wanted a clearer picture of our finances as we are looking to retire in the next four years.

How has Jason Eldrid helped you?

yes

Have you seen the outcome you were hoping for?

it is early days. We are very happy so far.

What could they have done better?

nothing that we can think of

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

My wife and I had a very informative review our our financial plan and looked at projections and requirements for the coming year. Jason explained the current market situation amid the current turmoil and reassured us that our longer term goals were still achievable without losing sight of current needs. Sheraton's advice has been very beneficial and reassuring.

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Wiltshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Glad we made plans with Jason's help which are now coming to fruition.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I wanted some help and advice on when I will be able to afford to retire, the extent that I may need to change my lifestyle in retirement and the optimal approach to take with regards multiple pension pots.

How has Jason Eldrid helped you?

Jason helped by modelling different scenarios with me. This crystallised both my short and longer term actions required into retirement. Jason also clarified the benefits of taking different pension pots (across DB and DC schemes) in different orders and in doing so helped me avoid making what could have been a costly decision. Jason also provided this service on a fixed fee basis, whereby other advisors seemed purely interested in taking a percentage of the investment portfolios value.

Have you seen the outcome you were hoping for?

I received the advice and insight I was hoping for

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason advises us on an ongoing basis on our planning for retirement and financing care for relatives. He is always prompt to respond and very helpful.

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

We continue to receive monthly updates. Have just completed my 2023 annual face to face review & I was impressed that Jason was fully prepared for this. We reviewed last years plan & checked that it was still valid, taking full account of our personal circumstances (income/expenditure/commitments etc) & the current economic situation. I am pleased to say that despite the recent & prevailing turbulent economic client (pandemic/Ukrainian war/energy prices/high inflation etc) my investments faired very well.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Lack of support and relationship with previous financial advisor.

How has Jason Eldrid helped you?

He has helped us through the financial planning process in a thorough and easy to understand way. He has enabled us to set our financial goals and plan for the future, giving us peace of mind at the same time. We are extremely happy with the service we have received and can look forward to a financially secure future.

Have you seen the outcome you were hoping for?

Everything looks good for the future despite a difficult few years.

What could they have done better?

Completely happy with the service we have received!

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

My partner and myself had multiple pensions from the employers that we had worked for during our careers, this was mixture of DB and DC scheme pensions. As we were approaching the end of our careers we wanted a financial adviser to review our position and recommend a strategy that ensured our pensions were managed efficiently and effectively for a financially secure retirement.

How has Jason Eldrid helped you?

Jason carried out a full review of our pension position and total holistic financial situation. He produced detailed plans and actions needed to execute the plans. He helped us execute pension consolidation actions in preparation for our retirement. We have had annual meetings with Jason where an up to date review of our position has been undertaken and follow up actions identified to keep our financial plans and goals on target

Have you seen the outcome you were hoping for?

Yes, the planning and regular reviews with actions identified to keep things on track has gone well.

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

He actively manages our portfolio to maximise the returns and overall the value has grown. He has also advised areas where we can adjust our investments and plans for better results.

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason is always able to help with financial advice

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Pension fund investment

How has Jason Eldrid helped you?

Advising on inheritance tax planning & pension fund investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason has helped deliver a positive return in a volatile year. This was brought home when comparing my private pension and investments with him and my company pension (managed by a major, well-known provider) which performed far more poorly. Jason has helped me take advantage of tax relief to maximise my allowance and put some rigour into my investment strategy - hopefully bringing "retirement" closer than planned.

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

keeping us on track and providing useful updates

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Advised on the state of the markets, our financial committments and drawdown from our pension pot. We have been with Sheraton since the mid 70's when we started our retirement planning and are very happy with the way our finances have turned out. Sheraton got us our first mortgage after a building society refused us.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason has maintained constant contact, always being available should the need arise. He has continued to very effectively review my financial retirement situation to my entire satisfaction over our 10 year association, with what has shown to be sound and solid advice.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Keeps me updated monthly with a flyer and if anything important comes along

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Considering the global turmoil of the last few years, it is good to know that our financial plan remains on track to meet our goals. We receive regular informative news letters of what is occurring in the financial world.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Wiltshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason has provided clear and consistent guidance through the challenging environment in the UK.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Having had worked hard for a long period and had a selection of different pension’s over the years from different schemes and savings I realised that the time was coming to get these organised and think about retirement in the future, and how these funds could work better for me in time .

How has Jason Eldrid helped you?

Gave me clear advice and encouraged me to organise and set in place my Finacial affairs for the future and be able to enjoy my latter years, in clear terms and no pressure to rush into a unwanted decision that didn’t suit me at that time.

Have you seen the outcome you were hoping for?

Yes I have achieved the outcome that I wanted and still feel in control of my goals .

What could they have done better?

They achieved all the goals we set out , only wish I had started earlier.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Wanted to take early retirement

How has Jason Eldrid helped you?

Given me the information and confidence to retire early

Have you seen the outcome you were hoping for?

Better outcome than expected

What could they have done better?

Not sure, very professional and approachable at all times

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

He has kept us up to date in a timely and relevant manner. His sensible, down to earth approach is appreciated.

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Providing advice on equity release, including the impact on our long term financial security.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

To make tax efficient investments and ensure we are making full use of allowances in the safest and best way.

How has Jason Eldrid helped you?

Explained our financial position clearly and fully, gave us their recommendations and an implementation plan which we worked through to decide our actions. He was really reassuring and explained it all on an appropriate level.

Have you seen the outcome you were hoping for?

Yes, and it feels good to know that we are in full control of future decisions.

What could they have done better?

Nothing.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Having recently retired I wanted to get my savings and investments under one roof and with a clear financial plan into the future.

How has Jason Eldrid helped you?

Jason and his team have put together an excellent financial plan for my wife and I which includes bring all investments, ISA's and pensions onto one platform.

Have you seen the outcome you were hoping for?

Jason has gone much further than I expected and the plan and advice has been far more detailed and researched.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

We were nearing retirement and wanted some comprehensive financial advice about pensions and our financial health generally.

How has Jason Eldrid helped you?

We previously had no idea what a financial planner did. Having listened to us, Jason developed a comprehensive plan to simplify our savings and pensions into fewer and less risky investments whilst allowing us to spend without risking running out of money during retirement.

Have you seen the outcome you were hoping for?

Keeping an eye on what is happening to our funds has become so much easier with the electronic platform recommended by Jason. This year the market has not had a good year, but despite this we have confidence in the advice Jason gives us as we are in this for the long term and expect it to bounce back.

What could they have done better?

We are happy with the way our relationship with Jason is developing.

Repeat review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason has ensured the necessary changes have made to our Trust and our portfolio has been re-balanced at the appropriate time.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I wanted some professional help with my finances as I get nearer to retirement

How has Jason Eldrid helped you?

Jason has created a financial plan for my family that helps us to get the best out of our investments and has helped me to understand what we need to do to hopefully secure our future

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Repeat review from verified client

September, 2022

Overall

Advice

Service

Value

Based in London

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

As always, he was most helpful, and the information was very useful.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Powys

What were the circumstances that caused you to initially look for an adviser?

We needed to begin planning for our retirement.

How has Jason Eldrid helped you?

Jason listened to our plans and encouraged us to consider a range of options which would fulfil our needs, providing clear and detailed advice.

Have you seen the outcome you were hoping for?

We have had the benefit of Jason's advice for over ten years and have been pleased to see that our investments have grown. Jason has provided a detailed model of how the investments are likely to fare and how our personal needs and choices can be catered for within the plan.

What could they have done better?

We are fully satisfied with the advice we have received from Jason.

Repeat review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Since the last review Jason has stayed on top of the need to make necessary Trust changes, review and adjust my investments in line with my retirement plans, has provided recommendations for my partner to interleave with those and has planted the seeds of thought necessary and at the right time to get my head around what I need to be thinking about when I do actually retire. I like the fact it's helping not only put me at ease, but shape my view of 'transitioning' to retirement. Maybe all in the head, but having someone help you navigate that is important above simple investment advice.

Repeat review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Kept us abreast of current developments in the financial world

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

We were fed up with receiving inadequate advice

How has Jason Eldrid helped you?

He has helped us plan our finances for retirement and beyond

Have you seen the outcome you were hoping for?

We feel able to relax and enjoy our retirement as everything is now planned for the future

What could they have done better?

The turbulent markets have made investing a challenge for anyone without expert advice

Repeat review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason provides a very personal service. He responds promptly to any queries on my Financial Plan in a straight forward manner. The plan is reviewed in detail on a regular basis and he is happy to take questions and provide an answer whenever needed.

Repeat review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason has helped me with ongoing planning.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Seeking to retire early.

How has Jason Eldrid helped you?

Jason produced a very detailed financial plan and talked through all the issues in a non-technical and easily understandable way.

Have you seen the outcome you were hoping for?

Yes, Jason has given us financial peace of mind, which is extremely valuable to us .

What could they have done better?

Nothing!

Jason's reply

Jamie, Thank you for the lovely review and all the best in your retirement plans. Best wishes Jason

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

In 2008, following receipt of a redundancy payment, we decided we needed independent professional advice on savings and pension investments, and retirement planning. Jason provided that, and continues to support us with our plans.

How has Jason Eldrid helped you?

He has a clear understanding of our financial targets & requirements, & has always continued to ensure that our portfolio is appropriately invested to achieve the lifestyle we're after, as we move towards retirement. His thoroughness continues to provide assurance even through uncertain times.

Have you seen the outcome you were hoping for?

Yes - despite various changes in our plans/circumstances, our accumulated 'pot' of investments/pensions has allowed us to start taking income earlier than initially intended, with no detrimental effect on our future financial plans.

What could they have done better?

Can't think of anything - we're very pleased.

Repeat review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

3 former pensions combined in one place for post retirement drawdown with information on income and sustainability, all explained concisely and clearly. One year in from retirement a review and appraisal on plan carried out, once again with sustainability checks, all most helpful, reassuring and informative.

Repeat review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Yes. On the best way to use my money on purchasing a new car.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

With impending retirement I was seeking advice on how to maximize the benefits from several pensions due to me.

How has Jason Eldrid helped you?

He did a very thorough analysis of my pension possibilities and presented me with a comprehensive list of options.

Have you seen the outcome you were hoping for?

Yes I am very happy with the outcome and Jason continues to look after my and my wife's financial planning.

What could they have done better?

Nothing I can think of.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Early retirement planning

How has Jason Eldrid helped you?

Retirement planning

Have you seen the outcome you were hoping for?

Yes, more than impressed.

What could they have done better?

Nothing that I know of.

Repeat review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Maintained the quality of advice & support, but in addition provided clarification concerning a suitable short to long term strategy for our B2L.

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Jason

Excellent first impressions of Jason. He asks great open questions to understand your position and, most importantly, he listens!

Jason's reply

Jamie, Many thanks, Jason

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Unsatisfactory previous financial adviser.

How has Jason Eldrid helped you?

He is excellent, very thorough, knowledgeable, and proactive.

Have you seen the outcome you were hoping for?

Yes, he has adjusted our portfolios to our needs

What could they have done better?

Nothing; all round excellent service.

Jason's reply

Many thanks for the lovely review. Kind regards, Jason

Repeat review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

He constantly monitors the state of my investments and advises accordingly to ensure the best options are taken

Jason's reply

Ken, Thank you for the review. Kind regards, Jason

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Primarily ensuring we have sufficient robust plans in place retirement and what our retirement timeline could look like

How has Jason Eldrid helped you?

Jason built a complete view of our finances both now and looking into the future to retirement

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Our expectations have exceeded, we now have a comprehensive plan and feel relaxed about the future

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

Change in lifestyle- a new house and two children

How has Jason Eldrid helped you?

Jason helped us get a great view of our finances and provided clear advice re. best next steps for us.

Have you seen the outcome you were hoping for?

Yes

Repeat review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Having met with Jason for our first annual review, we are feeling comfortable and reassured that our investments remain aligned with our financial goals and are being managed with diligence and care for our future needs, especially in view of our recently developing plans and circumstances. Jason was able to offer tax efficient ways to “fine tune” our investments, re-balance our portfolio to take advantage of current conditions, and protect our legacy with options to optimise benefits for ourselves and our family. Despite the difficult global circumstances of January 2022, our investments have still performed much better in the past year than we could have achieved on our own.

Jason's reply

Thank you very much for the lovely feedback. Kind regards Jason

Repeat review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Wiltshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Now we are about to retire we are very pleased we took Jason advice early on & put plans in place.

Jason's reply

Thank you very much and happy retirement. Best wishes Jason

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

To ensure we were saving enough for our retirement.

How has Jason Eldrid helped you?

He reviewed our existing finance and made suggestions for using it better so that we could retire at our target age.

Have you seen the outcome you were hoping for?

So far we are on track!

What could they have done better?

Can't think of anything at the moment, all has gone well.

Jason's reply

Thanks for the review. Best wishes Jason

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Having spent a life saving money we wanted someone to advise us how to utilise the pot saved to good effect and ensure it would be as safe as possible.

How has Jason Eldrid helped you?

Jason has been great: up front, easy to understand, listens well and has produced a plan that suits us well.

Have you seen the outcome you were hoping for?

Early days but so far so good.

What could they have done better?

N/A

Jason's reply

Bev, Many thanks for the kind words. Kind regards, Jason

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

We wanted to put together a long term financial investment plan to ensure that we were on the right track to be able to retire comfortably and to find any gaps in income we needed to plug whilst we still could.

How has Jason Eldrid helped you?

jason conducted a very thorough analysis of our financial situation, attitude to risk and objectives. He also helped us define more clearly what our financial needs were over the next few decades. We have had annual planning meetings since the initial work was done and he has made suggestions and changes throughout to maximise the returns on our investments.

Have you seen the outcome you were hoping for?

Yes, we really like have clear financial goals and also a plan to get there. The returns have also all been much better since we started our plan and spread the investments more than they were previously. We have moved everything to one platform and have great, up to date visibility of all our investments online whenever we need it.

What could they have done better?

Nothing, the service is excellent and all the team are always welcoming, friendly and very knowledgable.

Jason's reply

Your a legend and thanks for the kind words. Best wishes Jason

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

My wife and I had a very beneficial review of our financial plan. Our pension investments will be repositioned to consolidate gains made and minimise potential risk going forward. The review gave a very in depth overview of our pension and future considerations with our estate. Jason never loses sight that it is our plan based on our hopes and aspirations.

Jason's reply

The words are much appreciated and pleased to help you know what is possible. Best wishes Jason

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

We have regular monthly updates from Jason + annual face to face reiview. Also he has provided a link to portal for viewing my financial status, with provision of secure email contact, which prompts immediate responses.

Jason's reply

Bob, May thanks for the kind review. Kind regards, Jason

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Kept making sure everything was on track

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Continued support, Jason is always available to answer any questions. With annual reviews we are confident that are money is working for us and our investments rebalanced for any change of circumstances.

Jason's reply

Ema, Many thanks for the review

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Annual review and various options

Jason's reply

Many thanks

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Much the same, still very good

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason has actively managed my investments in real time, allowing us to minimise losses in the early stages of the pandemic and maximise gains by catching the subsequent rises in the markets. Growth in our portfolio has increased significantly since it was invested in passive funds. I now have the nice first world problem of deciding to retire earlier or retire with above plan annual income! I particularly love the personalised service we receive from Jason. He's always available for advice on a myriad of financial matters. For example on request he advised me on allocation of my workplace pension which has also now seen rises above the past 7 years since I started it.

Jason's reply

Many thanks for the kind words. Kind regards Jason

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Advised on current state of investments and options for drawdown. He suggested moving some investments around to better options in the current climate which we agreed to. Still very happy with the way our investments have performed.

Jason's reply

Neill, Many thanks. Jason

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Annual review to ensure optimum growth of pension fund

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

We are provided with regular communications on the investment climate.

Repeat review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Wiltshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

We have now stopped working and feel confident we have our finances looked after for the future. Jason always happy to allay any worries or queries we had in drawing down our pensions.

Repeat review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

It is important for me to feel my needs are well understood and reflected in a long term plan that both me and my partner understand, can trust and importantly realistically reflect what we require in retirement and I feel Jason is on point continuing to deliver that at our latest yearly review. Understanding our personal circumstances and helping us navigate this has into a long term plan with clear test points and models has provided the service we were looking for in a long term IFA.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Of an age where we we need to make decisions about the future

How has Jason Eldrid helped you?

Provided clear analysis and advice

Have you seen the outcome you were hoping for?

Still the execution phase of the plan

Jason's reply

Tony, Many thanks for the review. Kind regards Jason

Repeat review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

I've now been retired for a year and I'm very pleased with how my pension and ISA are performing.

Repeat review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Wiltshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Good advice & very helpful for our retirement planning

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with Jason

Explained the process and goals simply and well. With a clear understanding of what the options were as well as the costs. Look forward to a successful relationship.

Jason's reply

Preston thank you for the lovely words. Many thanks Jason

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I need advice about investment and planning for the future.

How has Jason Eldrid helped you?

Jason helped my by evaluating my circumstances and needs formulating a financial plan.

Have you seen the outcome you were hoping for?

Yes, things seem to be going well. The recent pandemic and associated financial instability have not, in the long term caused any problems.

What could they have done better?

I have no criticism to make.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Already a client but have no reason to look anywhere else.

How has Jason Eldrid helped you?

This was the annual review. He reassured us with hard facts that we are sailing the correct course for our circumstances. We told him we were thinking of moving home in the future. He gave us sound advice on what we could afford without going into any debt.

Have you seen the outcome you were hoping for?

I’m reassured by the performance of our investment.

What could they have done better?

Nothing comes to mind.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

My wife and I had reached retirement and wanted professional advice as to our pension options

How has Jason Eldrid helped you?

Jason provided sound and unbiased advice on various options available to us.

Have you seen the outcome you were hoping for?

Our monthly income will commence at the end of May

What could they have done better?

Nothing! All options were explained fully and together with Jason's guidance we have chosen what we consider our best solution

Jason's reply

Roy and Jan, Thanks for the lovely review. Best wishes, Jason

Review from verified client

May, 2021

Overall

Advice

Value

Service

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I needed advice to best utilise my pension pots and to ascertain if I was able to move to Part-Time working.

How has Jason Eldrid helped you?

Jason gathered all relevant information and undertook a comprehensive Financial Plan looking at all potential eventualities going forward including worst case scenarios. These were all clearly indicated in very easy to follow graphics which helped when explaining and understanding all the figures involved.

Have you seen the outcome you were hoping for?

Yes, plans are being implemented and I am moving to working Part-Time within the timescale dictated by my employer.

What could they have done better?

Jason did very well communicating given the difficult situation without being able to meet in person.

Repeat review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Understands clearly our financial objectives & patiently explains how to get the best from the proposed portfolio. Rightly challenged our attitude to risk to ensure we have a balanced portfolio that should meet our financial goals. Explained in detail the changes in portfolio value over the past year and ensured we understand exactly where the risks are and how we can mitigate them as much as possible.

Repeat review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Continued oversight of our retirement plan. Always thorough and highly competent.

Jason's reply

Graham, Your superstar! Many thanks Jason

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Jason Eldrid helped you?

Looking for a local financial adviser

Have you seen the outcome you were hoping for?

Most certainly

What could they have done better?

Explanations can necessarily be a little bit long winded but nevertheless thorough ... so be patient

Jason's reply

Many thanks for the review and I get the long winded comment and will try to be more concise in the future but retirement is a complex subject with many variables. Many thanks Jason

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Having recently retired, we needed advice on how to protect the value of our cash savings from inflation, low to 0 interest rates and potential taxation threats.

How has Jason Eldrid helped you?

Jason performed a thorough analysis of our assets, income and expenditure and produced projections of our cash flow and future “wealth” based on a number of scenarios. Taking account of our feelings regarding risk he then proposed a plan to meet all our financial aims including contingencies, needs and wishes (e.g. to support family and some planned big expenditures) up to the age of 100 years.

Have you seen the outcome you were hoping for?

We are still at the beginning of this journey but we have complete confidence in the plan and Jason's ability to advise and deliver. we have felt comfortable to recommend a close friend to consider using Jason's services.

What could they have done better?

We cannot think of anything that could have been done better

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Jason

Jason kindly had an introduction call with me regarding the possibility to help me assessing the transfer of a DB pension scheme. He was very helpful, we agreed he was not able to assist me given my specific circumstances, but helped by providing clear information and potential different avenues to address my request. Should I need structured pension planning in the future, I wound definitely consider him.

Repeat review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Powys

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason has continued to provide very informed advice and has a good understanding of our financial aspirations.

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason has updated us on our financial situation and kept our plans on track

Jason's reply

Many thanks Peter for the review. Best wishes, Jason

Repeat review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Kept on top of things making sure our investment is working for us.

Repeat review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason was recommended by a friend at a time I was looking for financial advice. I was aware my investments were not performing as well as they perhaps could. I was hugely impressed by Jason in our initial (free) review and on the back of this commissioned a financial plan, which was incredibly detailed. I subsequently transferred pensions and ISA's on Jason's advice and I'm hugely pleased to see that they've consistently increased in value over the past two years - including in this very volatile year! Jason's advice has also allowed me to maximise my pension tax relief and receive significant tax rebates. Great personal service. I look forward to a comfortable and hopefully earlier than expected retirement!

Repeat review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason has very effectively kept me updated on my personal situation with the changes throughout this volatile period with sound recommendations to protect and enhance my investments.

Jason's reply

Ron, Thanks you for the great review. Much appreciated. Kind regards Jason

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Started earning back in 1970 and appreciated I knew nothing about money matters. I went to a talk by Jason's father and signed up with him. Best financial move I made.

How has Jason Eldrid helped you?

Continued the good work his father started and has seen me, successfully, through to retirement.

Have you seen the outcome you were hoping for?

Yes, I have a good pot of money for retirement and Jason's solid advice over the years has ensured this has grown during some turbulent financial times.

What could they have done better?

Not sure, I have insufficient financial knowledge but have been very happy with my overall experience and outcome. Jason has won numerous prestigious awards over the years which must be a great advert in a very competitive

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Both my partner and myself had a number of pensions from the various employers that we had worked for over the years. These pensions were a combination of Defined Benefit, Direct Contribution and AVC schemes. We also had other financial investments in our portfolio. We wanted a financial adviser who could do two things for us. Firstly, to evaluate our pension portfolio to ensure that they were in the best place to maximise return and secondly to develop a financial plan that would allow us to retire at 60.

How has Jason Eldrid helped you?

Jason initially took time to fully understand our top line requirements. He then presented the process that he would follow to develop and produce a financial plan that would hopefully meet our objectives. He then developed an extremely comprehensive plan which he then presented to us face to face. This process allowed us to enter into a two way dialogue with Jason to ensure that we fully understood all the proposals and recommendations that he was making.

Have you seen the outcome you were hoping for?

Yes.

Jason's reply

Many thanks Mark for the kind words. Best wishes Jason

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Annual review and updates and advice

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Our plan has become clearer to us in the way that it is structured and explained.

Repeat review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Maintained regular contact with market updates.

Repeat review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Yes. Discussion relating to inheritance planning and reorganising investment isas.

Jason's reply

Nigel, Thank you for the positive review. Kind regards, Jason

Repeat review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Wiltshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Everything is now in place and this has taken the worries away from financial planning for the future.

Jason's reply

Liz, Thank you for the lovely comments. Kind regards, Jason

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I was looking to consolidate my pension plans and retire at the earliest opportunity.

How has Jason Eldrid helped you?

After our initial meeting I had a few questions for Jason. He was more than willing to answer and provide more in depth information. I've found him to be very approachable. Jason produced a comprehensive financial plan illustrating all the options available and demonstrating how a sustainable lifetime income could be achieved.

Have you seen the outcome you were hoping for?

The plan has been implemented and I retire in a month.

What could they have done better?

Nothing. I've found Jason and his team to be very professional and informative.

Jason's reply

Matt, Thank you very much for the review. Kind regards Jason

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement date and needed to consolidate DC funds and prepare for drawdown. Wished to use an independent financial adviser with whole market access.

How has Jason Eldrid helped you?

Jason illustrated all the options available and in the case of drawdown the sustainability of plan.

Have you seen the outcome you were hoping for?

The plan is in place and outcome appears good.

What could they have done better?

I am happy that the options have been explored and comprehensively illustrated at face to face meeting and by follow up report.

Jason's reply

Pete, Thank you for the lovely review. Best wishes Jason

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

The prospect of trying to understand and set up an efficient framework for retirement is daunting, let alone full of pitfalls and rules that I simply don't understand or can't follow. So I was looking for a comprehensive long term plan that addressed my retirement goals which would take into account various options and scenarios that could me modelled out thru the rest of my life.

How has Jason Eldrid helped you?

Jason was recommenced to me and I can see why as his approach addressed perfectly what I was looking for in a very open and informative way. A very in-depth review of my needs and even more in-depth readout/proposal that covered important areas for consideration I'd simply not been aware of in the past. Ultimately Jason helped me with confidence that I have plan that is achievable and tested against bench marked standards.

Have you seen the outcome you were hoping for?

Yes, very much so though it's acknowledged it's the start of a very long plan!

What could they have done better?

With some study at home I felt I was lucky enough to keep up with all of the many aspects of a comprehensive financial plan but could imagine there are some who would find all the data overwhelming. I don't know if there is a 'lite' version for that type of plan, but given my interest in it and the depth I wanted I was happy with the detail that was provided.

Repeat review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

He has monitored the performance of our pensions and investments

Jason's reply

Barry, Appreciate the review. Thank you very much. Kind regards Jason

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I needed advice on how best to invest and plan for the future including retirement.

How has Jason Eldrid helped you?

Jason worked out an investment plan based on my needs and the capital that I have.

Have you seen the outcome you were hoping for?

Yes.

Jason's reply

Owen, Thank you for the review. Much appreciated. Best wishes Jason

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Given us peace of mind throughout uncertain times by giving us reassurance and proof that we are doing the right thing.

Jason's reply

Steve, Thank you for the rating following our recent annual review. Much appreciated. Kind regards, Jason

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Initiation of UFPLS payments to me from pension.

Jason's reply

Kevin/Liz, Thanks for that and the rating. Much appreciated. Best wishes Jason

Repeat review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason has helped give me confidence that things are under control, and that I don't need to worry if it's all been set up well.

Jason's reply

Thank you Charles for the review

Repeat review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Another annual review of our circumstances.

Jason's reply

Graham, Thank you for the review of the annual review.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Was looking for independent advice to maximise retirement income and have a plan.

How has Jason Eldrid helped you?

Put a detailed plan in place and helped get back 5 years worth of tax relief.

Have you seen the outcome you were hoping for?

Yes and more.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Looking for most intelligent use of our money and whether we could retire early.

How has Jason Eldrid helped you?

Rationalise and consolidated our funds within a financial plan and proved financial independence.

Have you seen the outcome you were hoping for?

Yes but only one year in to the financial plan but good so far.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Had a lump sum from a final salary scheme that I need to invest for the long term and provide an income at some point.

How has Jason Eldrid helped you?

Full review of my financial situation and put it all together in a financial plan.

Have you seen the outcome you were hoping for?

Yes so far but still in the first year.

What could they have done better?

No all fine.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I was due to retire and wanted advice on how to structure my finances for the period after I had finished work.

How has Jason Eldrid helped you?

Following a quite detailed analysis of our current lifestyle and investments and our plans for the future, Jason produced a draft financial plan. This advises us how to consolidate and invest our financial resources for the long term (up to the age of 100) with the least amount of financial risk whilst continuing to produce a sustainable income. As the plan was a complex document it took quite a while to understand its recommendations fully but Jason always took the time to answer our questions in layman's terms and promptly provided back up technical documentation when asked.

Have you seen the outcome you were hoping for?

I am pleased to say that setting up our accounts and the transfer process has been much smoother than expected on the whole. The investments are too recent to judge the outcome but we will be reviewing them in a year's time.

What could they have done better?

Jason gave us a presentation of his plan at one very long meeting but with our level of understanding we both felt that there was just too much information to take in at one go. Splitting the meeting into more manageable chunks, or providing a short written summary for us to read in advance or take away and read straight after the meeting might have helped us to assimilate it more quickly. Giving a definition of any technical terms used throughout the written plan at the beginning of it, would have made reading it easier.

Jason's reply

Thank you for your positive comments and for what could be done better. Constructive criticism always taken on board. Many thanks Jason

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Consolidate pension plans in one fund that had a drawdown facility.

How has Jason Eldrid helped you?

Explained all options and implemented the agreed plan.

Have you seen the outcome you were hoping for?

Yes and better than expected this year.

What could they have done better?

The report was detailed and comprehensive and generated confidence in the advisers abilities.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

We are a married couple both in retirement who sought professional advice to set in place a plan for retirement and to oerhaul longstanding, but moribund inestmets.

How has Jason Eldrid helped you?

Jason Eldrid has provided a comprehensive plan for our savings and workplace pension fund,

Have you seen the outcome you were hoping for?

Yes the outcome is a plan built to our requirements set into motion and Jason has conducted us through every step with patience and good humour.

What could they have done better?

There are no obvious suggestions for improvements to Jason's or his assistant's service. The whole outfit is professional yet very approachable.

Jason's reply

David, Thank you very much for the kind words and I look forward to working with you and Caroline to meet your ongoing objectives. Best wishes Jason

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I was looking at Retirement planning and the most effective way to set up future income, tax effectively.

How has Jason Eldrid helped you?

Took me through the process from A to Z, explained everything thoroughly, gave me time to reflect on the information, came up with the right solutions

Have you seen the outcome you were hoping for?

Absolutely. First Class and better than anyone else I've see or heard about.

What could they have done better?

Nothing really, excellent job, very happy.

Jason's reply

Thank you Paul for the kind words. Kind regards, Jason

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

I was fed up with getting bad advice

How has Jason Eldrid helped you?

he has made us a plan for our retirement

Have you seen the outcome you were hoping for?

Too early to say but hopefully seems a big difference

What could they have done better?

Nothing really

Jason's reply

Liz, Many thanks for the kind words and we're looking forward to working with you on the "plan". All the best, Jason

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Bedfordshire

What were the circumstances that caused you to initially look for an adviser?

Worked with his father for 30 odd years and has continued with the relationship for the last 10 years.

How has Jason Eldrid helped you?

Invaluable advice across pensions, investment and general tax planning.

Have you seen the outcome you were hoping for?

Yes and always been able to get hold of on the phone.

What could they have done better?

Nothing that I'm aware of.

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I needed to find a satisfactory strategy for dealing with the funds coming out of my consultancy business.

How has Jason Eldrid helped you?

Jason has provided a very comprehensive and structured Financial Plan with his recommendations on a way forward

Have you seen the outcome you were hoping for?

Jason has been very meticulous and detailed in setting out how he can help me achieve my objectives.

Jason's reply

Jonathan, Thanks for the kind words and the positive review. Best wishes Jason

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Fixed term annuity had matured.

How has Jason Eldrid helped you?

Went through all available options within a plan and explained them all clearly so that we knew the best route to take.

Have you seen the outcome you were hoping for?

Only been a year but going to plan so far.

What could they have done better?

No everything was good.

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement and wondering whether my investments were in the right place.

How has Jason Eldrid helped you?

Jason carefully considered both mine and my wife's requirements and prepared a detailed plan for the future.

Have you seen the outcome you were hoping for?

It looks like we can achieve our aims.

What could they have done better?

Maybe give us less paperwork!

Jason's reply

Graham, Many thanks for the nice review. Sorry, not a lot I can do about the paperwork... All the best, Jason

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to engage with a new financial advisor and researched a few candidates. I liked what Jason offered and the services.

How has Jason Eldrid helped you?

Full 360 review of my current financial situation and the development of a plan for the future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

A minor thing - as the quality of the service was excellent - but a bit more clarity on communication would have been good. For example on one occasion Jason's colleague asked me for some information and then Jason asked for the same thing. Also clarity on exact dates when I would get the report (it was a rough date which is probably ok for most people) but I work in an industry where we have to provide exact dates. One final thing - again I only notice due to the industry I am in - but there were a few small typos in the report, 'to, instead of too for example'. None of these factors affected the service at all but as Sheraton's grow it might be useful to have an admin person perhaps.

Jason's reply

Lisa, Thank you for the review and what could be done better comments. We'll continue to work on the points you've raised. Kind regards Jason

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

We wanted to review our finances and see if it was feasible for my wife to retire at 58.

How has Jason Eldrid helped you?

Jason met with us to discuss our circumstances and then produced a long term financial projection. This included financial and lifestyle advice, to realise our objectives.

Have you seen the outcome you were hoping for?

Yes, we have a much clearer view of our situation and have increased confidence in our financial decisions.

What could they have done better?

Nothing really.

Jason's reply

Paul, Thank you for the great review. I wish you both all the best in realising your long term financial goals. Best wishes Jason

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Transfer from defined benefit scheme and whether it was in my best interests and long term investment and planning.

How has Jason Eldrid helped you?

Went through full financial plan and went through all possible options and helped us understand the best way to proceed.

Have you seen the outcome you were hoping for?

Yes all good.

What could they have done better?

No couldn't think of anything..

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Sort out existing pensions and having overall financial plan.

How has Jason Eldrid helped you?

It helped sort out existing pensions and overall tax planning.

Have you seen the outcome you were hoping for?

Yes all good.

What could they have done better?

Its been good.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Overall plan to make sure everything on track in retirement and that all tax planning dealt with.

How has Jason Eldrid helped you?

Has helped us put a bespoke plan together.

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

Nothing.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

help with pensions.

How has Jason Eldrid helped you?

Jason understood what we needed and the way he explained it made sense to myself and my wife.,meeting face to face with the both of us so we could see the options open to us.

Have you seen the outcome you were hoping for?

Jason kept us up to date with regular e-mails, he also helped to move a pension to a better provider, giving us a better annuity, so we are very happy with the new arrangements.

What could they have done better?

Jason does an excellent job cannot think of anything that he could do better

Jason's reply

John, many thanks for the nice review. Kind regards Jason

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement + pension advice.

How has Jason Eldrid helped you?

Laid out everything in simple terms. Left no stone unturned.

Have you seen the outcome you were hoping for?

That will be in the future.

What could they have done better?

I have yet to find anything

Jason's reply

Stephen, Thank you very much for the positive review. Many thanks, Jason

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

A lump sum redundancy payment that we needed advice on.

How has Jason Eldrid helped you?

Investment ideas and a long term plan for retirement.

Have you seen the outcome you were hoping for?

Yes almost there.

What could they have done better?

Cant think of anything.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

What to do with my private pensions as I wanted to retire.

How has Jason Eldrid helped you?

He went through all the retirement options available via a financial plan and we then decided on the best course of action.

Have you seen the outcome you were hoping for?

Yes its fine.

What could they have done better?

No I can't think of anything.

First impression from a user who is not yet a client

March, 2018

Overall

Please provide a brief comment about your experience with Jason

Prompt response and helpful conversation, with clear description of options.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I had stagnant pensions that needed to be transferred into something easier to manage, that would provide for my retirement.

How has Jason Eldrid helped you?

He provided long term planning across all my investments with a clear suggested strategy and the research and background information needed to back his recommendations up.

Have you seen the outcome you were hoping for?

Very must so. I have now have my finances under control and understand how my money is invested.

What could they have done better?

Nothing, Very supportive, no hassle.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Mid 50's looking to retire (or have option to retore) at 60, inheritance due in three months.

How has Jason Eldrid helped you?

We completed a comprehensive pre- review financial statement , Jason reviewed this and then presented a clear and very detailed financial assessment to me and my wife, we agreed the action plan and are now progressing this.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Jason's reply

Paul, Thanks very much for the review. Much appreciated. Jason

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

We were recommended to Jason for his excellent service.

How has Jason Eldrid helped you?

Gave us all the information we needed to make the right decisions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No satisfied with Jason's services.

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Jason

Polite, gave me the information I needed. Do not require his services at the moment.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Having retired, I wanted to access the tax free benefits from my work-place pension and discuss the various options for the remaining funds. I had read all the government advice and consulted the pension-wise service, all of which advised on consulting a professional. I had formed a general idea on which direction I wanted to take.

How has Jason Eldrid helped you?

After an initial non-charged meeting to ascertain mutual suitability, a further meeting was arranged, to include my wife, for discussion pertaining to our financial circumstance. A comprehensive presentation was made at that meeting to explain all financial aspects and the options available.

Have you seen the outcome you were hoping for?

The initial requirement was to access the tax-free lump sum; that is achieved. There is an on-going plan in place for the remaining benefits.

What could they have done better?

I don't believe anything more could have been done. The pension provider was a little slow in providing information due to a trustee approval system being in place, but this was successfully navigated due to dogged determination on Jason's part.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement.

How has Jason Eldrid helped you?

Financial review and implementation of new retirement plan.

Have you seen the outcome you were hoping for?

Yes - I now have a clearer idea of my situation and confidence that my arrangements are secure.

What could they have done better?

Treat himself (and his clients) to a better projector!

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

After being in work with various pension arrangements and then finding myself redundant and approaching possible retirement I needed advice on the options available for me for the short and longer term.

How has Jason Eldrid helped you?

He reviewed my entire situation and has made recommendations each year and as requested to ensure the funds are best placed for the future years to suit our wishes.

Have you seen the outcome you were hoping for?

Very happy with the recommendations and returns in the past.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Recently become self employed so looking to set up personal protection and pensions.

How has Jason Eldrid helped you?

By talking and guiding us through the various protections and also investment portfolio to best fit Sheraton model.

Have you seen the outcome you were hoping for?

Yes, we have taken forward recommendations made by Jason.

What could they have done better?

Perhaps a little clearer on some explanations as some terms used were a little daunting as first time we have been to financial planner. Perhaps some explanations on various protections before we had initial meeting so we could be aware of them before the meeting.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I was looking to cash in two defined contribution funds and had deferred doing so until the changes came into force in April 2015. Everyone said take advise from a Financial Adviser, so I did with three independent advisers. Jason was the one I went with after seeing all three.

How has Jason Eldrid helped you?

He did a complete review on all of my options and we eventually decided which option would suit me best.

Have you seen the outcome you were hoping for?

Yes, all is proceeding nicely we are just waiting for my fund providers to transfer the money to the new provider.

What could they have done better?

My situation is not the normal person retiring with a similar aged wife, so I did not require the normal flow of advise. Jason listened to what my requirements were and tailored his forecasts accordingly.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has Jason Eldrid helped you?

extremely thorough, patient and good humoured.

What could they have done better?

cannot think of any improvements

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Hampshire

How has Jason Eldrid helped you?

Understands clearly our financial objectives & patiently expalins how to get the best from the proposed portfolio. Rightly challenged our attitude to risk to ensure we have a balanced portfolio that should meet our financial goals

What could they have done better?

Honestly too early to tell at this stage. Will be able to comment more when we have further reviews

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with Jason

Very pleasant chap. Told me how he worked and how he would determined my needs should I take things forward.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Hampshire

How has Jason Eldrid helped you?

I have found Jason to be patient and helpful. He explained everything thoroughly, and gave me a detailed financial plan in accordance with my stated objectives. I am very pleased with all that he has done and is continuing to do for me and I would not hesitate recommend his services.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Wiltshire

How has Jason Eldrid helped you?

Good sound advice

What could they have done better?

Excellent service but could do with offering a cup of coffee!!!

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Powys

How has Jason Eldrid helped you?

He explains in layman's terms the strategies he advises.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Hertfordshire

How has Jason Eldrid helped you?

My wife and I have used the services of Jason for some years. We have always found him to be most approachable, honest and trustworthy and fully appreciative of our financial needs and aspirations, particularly with regard to the extent of the risks we feel comfortable in undertaking concerning our investment portfolio. We have no hesitation in recommending his services.

What could they have done better?

I cannot think of any specific matters on which he could have been expected to perform better.

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in Hampshire

How has Jason Eldrid helped you?

Since taking over my account he have given me a greater and more depth understanding of my investments with regular updates and detailed annual review he fully understands my needs both short and long term. Jason has always been at the end of the phone for advice etc.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Hertfordshire

How has Jason Eldrid helped you?

I was given excellent advice. Jason listened carefully to my needs, asked very relevant questions and then explained all the options to me.

What could they have done better?

So far I have no further suggestions

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Hampshire

How has Jason Eldrid helped you?

Jason provides a very detailed account of our financial situation with projections going forward on an annual basis. He reacts quickly to any enquiries we may have and provides advice when requested. He adopts a passive approach to our investments which creates a more stable investment regime.

What could they have done better?

Jason's approach is to concentrate on long term planning and has set up a portfolio for us with this goal in mind. However, at this time, we are prepared to accept a higher than average exposure to risk and I feel Jason's choice of investment funds does not always match our needs. He does react quickly though if we question this and wish to adjust the portfolio.