Jason Eldrid

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

The need to manage money from inheritance & pension

How has Jason Eldrid helped you?

By maximising the opportunities that our investments can provide Advising on B2L strategy

Have you seen the outcome you were hoping for?

Yes, pretty much

What could they have done better?

Not much

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

I was looking to retire early and had a fairly complicated situation with several different pensions, one defined contribution (DC) and two defined benefits (DB) plus additional voluntary contributions. I also had several different saving accounts and an ISA. I wanted to ensure that I had sufficient income to retire comfortably and have my assets managed for future income.

How has Jason Eldrid helped you?

Jason helped me amalgamate these with the transfer of the pension pot (DC) and AVCs to investments with the platform Transact, and later the ISA account. He did a thorough investigation of my circumstances and outgoings and gave me the confidence to retire. I have an annual review to reassure me that things are on track.

Have you seen the outcome you were hoping for?

Yes, I am happily retired and can concentrate on my health and hobbies without worrying about my finances. The fees are worth it to me as I feel confident that my money is being managed well and that I have enough income for my needs, now and in the future.

What could they have done better?

I would prefer that documents to be signed were posted to me. Now that I am retired I no longer have access to the office facilities I used to.

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

Nearing retirement

How has Jason Eldrid helped you?

He has helped me retire earlier than I thought possible, with a better income.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

What was best to do with my retirement pot.

How has Jason Eldrid helped you?

Given sound advice on savings and pension funding. If I’ve needed to make withdrawals he’s happy to talk me through the soundest pathway.

Have you seen the outcome you were hoping for?

Yes. I’ve never doubted Jason’s advice since I met him 7 years ago.

What could they have done better?

Nothing.

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

Advice on the best way to utilise my upcoming pensions.

How has Jason Eldrid helped you?

Assessed the future financial requirements for my wife and I and invested our pension and ISA funds accordingly to ensure we need have no future money worries.

Have you seen the outcome you were hoping for?

Yes. We are happy we consulted Jason.

What could they have done better?

Nothing really.