Jason Eldrid

Jason Eldrid

Sheraton Financial Planning Ltd

Minimum savings/pensions: Over £100,000

0330 038 8939
Based in Fareham
View location
Top Rated 2026
Verified since: September, 2013
5 out of 5

292 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 29 April 2026

    Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 41

    Recent Client Reviews

    Verified reviews: 100%

    Jason has received 41 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 01 April 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Jason has provided information on their typical fees

    Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 11

    Positive First Impressions

    73% of users who are not yet clients had a positive first experience with Jason

    73% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 11 first impressions)

About

I am a Chartered and Certified Financial Planner at Sheraton Financial Planning. We specialise in providing a quality service to clients who at or near retirement, and want clarity on understanding their current financial situation and whether they can comfortably retire and achieve financial independence. A personalised financial plan is created to help clients visualise their own situation, which allows clients to make life changing decisions. These clients benefit from regular, personalised client care. I have been shortlisted by the Financial Times Money Management magazine as At Retirement Planner of the Year for 2017 and was the winner of the award in 2018. This is national recognition of the outstanding advice that Sheraton Financial Planning provide in the at-retirement planning sector for clients and was achieved by having to provide real life clients financial plans as well as an extensive interview with industry experts. Outside of work I spend most of my time ferrying my children around on their social engagements. Such fun...