Jason Eldrid

Review from verified client

October, 2023

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

Have you seen the outcome you were hoping for?

Yes

How has Jason Eldrid helped you?

Providing investment advice and tax efficiency

What could they have done better?

Nothing

Repeat review from verified client

October, 2023

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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