Jason's reviews
Reviewed for
Insurance and Protection ( 30 )
Mortgages ( 6 )
Pensions ( 210 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 176 )
Auto Enrolment ( 3 )
Investments and Savings ( 208 )
Pension Transfers - Non Specialist ( 62 )
Inheritance Planning ( 102 )
Long Term Care ( 23 )
Pension Transfers - Specialist ( 30 )
Financial Planning ( 166 )
Financial Mentoring ( 21 )
Financial Coaching ( 13 )
( 2 )
Reviewers' assets
£500k+ ( 75 )
£200k - £500k ( 43 )
£100k - £200k ( 14 )
( 2 )
£50k - 100k ( 12 )
Up to £50k ( 4 )
Review
by a verified client in Hampshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice for money issues
How has Jason Eldrid helped you?
Exceeded our expectations with planning and advice on all matters financial.
Have you seen the outcome you were hoping for?
Better than expected!
What could they have done better?
Nothing
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Amalgamating several pensions under one managed umbrella
How has Jason Eldrid helped you?
Done everything for pensions, financial planning and advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Just a few minor things
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To assess the advantages/disadvantages of transferring my pension from a company scheme to a private pension.
How has Jason Eldrid helped you?
Completed a full assessment/impact of transferring my pension, including how it would complement other investments as a complete portfolio. Subsequently completed the transfer of the pension and has then managed the private pension, providing strong growth in retirement. In addition has provided regular assessments on my overall financial status including inheritance planning.
Have you seen the outcome you were hoping for?
Absolutely! Every piece of advice and subsequent management of my investments has been spot on.
What could they have done better?
Nothing that I can think of. Have 100% confidence in Jason.
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had decided to retire.
How has Jason Eldrid helped you?
Transferred private and workplace pensions along with ISA into Sheraton portfolio.
Have you seen the outcome you were hoping for?
I have been retired five years and the Portfolio continues to deliver.
What could they have done better?
Nothing.
Review
by a verified client in Hertfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Continuation of administering aTrust Fund set up by a close relative who passed away
How has Jason Eldrid helped you?
In growing, administering & distributing trust fund; investing in stocks & shares ISA; advising on & making the most of tax allowances; consolidating personal pensions & transferring from current providers to investment based portfolio. Regularly investigating & recording our circumstances, finances & attitude to risk, finding suitable portfolio & advising on switching funds within selected portfolio when necessary. Timing re when to withdraw pensions & how to go about this.
Have you seen the outcome you were hoping for?
Yes - Significant growth in longterm investments; an area which my partner & I had little knowledge of. Advice on timing of retirement & when/how to take my pensions
What could they have done better?
Difficult to know how they could have been better. Always flexible with how, where & when meetings are conducted ( eg on line or face to face meetings ). Always prompt with replies, preparation of documents/ reports