Jason's reviews
Reviewed for
Insurance and Protection ( 30 )
Mortgages ( 6 )
Pensions ( 232 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 199 )
Auto Enrolment ( 3 )
Investments and Savings ( 237 )
Pension Transfers - Non Specialist ( 67 )
Inheritance Planning ( 119 )
Long Term Care ( 25 )
Pension Transfers - Specialist ( 32 )
Financial Planning ( 194 )
Financial Mentoring ( 22 )
Financial Coaching ( 13 )
( 3 )
Reviewers' assets
£500k+ ( 89 )
£200k - £500k ( 44 )
£100k - £200k ( 17 )
Up to £50k ( 4 )
( 3 )
£50k - 100k ( 13 )
Review
by a verified client in Hampshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement.
How has Jason Eldrid helped you?
Made everything simple and effective.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Can’t think of anything.
Review
by a verified client in Surrey
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning on retiring
How has Jason Eldrid helped you?
Enabled me to retire earlier than expected
Have you seen the outcome you were hoping for?
Have been retired and living a comfortable lifestyle.
What could they have done better?
Happy with advice given
Review
by a verified client in Hampshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Jason Eldrid helped you?
Clear explanations and advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Hampshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I did this some years ago to move 3 pensions into one with a top class financial planner
How has Jason Eldrid helped you?
Optimise my pension fund and investments. Plan for retirement and lifestyle
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not a lot but maybe putting a little more in simplified format
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?
In 2008, we were looking for advice on investing a redundancy payment. We felt that independent financial advice would give a wider range of options.
How has Jason Eldrid helped you?
Jason has been our financial advisor since 2008, primarily helping us to achieve financial comfort in retirement. His advice has always been given clearly and is always well-explained. As usual our review this year was well informed and well structured. He has shown how our objectives are being met, and how they will continue to be met. He has shown what-if scenarios this year which has highlighted available headroom in our plans.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Difficult to think of anything significant,