Jason's reviews
Reviewed for
Insurance and Protection ( 29 )
Mortgages ( 6 )
Pensions ( 187 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 156 )
Auto Enrolment ( 3 )
Investments and Savings ( 188 )
Pension Transfers - Non Specialist ( 54 )
Inheritance Planning ( 91 )
Long Term Care ( 20 )
Pension Transfers - Specialist ( 29 )
Financial Planning ( 143 )
Financial Mentoring ( 20 )
Financial Coaching ( 12 )
( 1 )
Reviewers' assets
£500k+ ( 67 )
£200k - £500k ( 37 )
£100k - £200k ( 13 )
Up to £50k ( 3 )
( 2 )
£50k - 100k ( 11 )
Review
by a verified client in Hampshire
24 days ago
Overall
Advice
Service
Value
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.
Review
by a verified client in Hampshire
25 days ago
Overall
Advice
Service
Value
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.
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?
When I was due to retire I needed advice on how to bring various pensions together into a drawdown pension.
How has Jason Eldrid helped you?
Jason gave me advice on the best way to set up my portfolio.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
nothing
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?
Retirement
How has Jason Eldrid helped you?
Provided complete financial planning services including advice and services relating to pensions and investment.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Dorset
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to get pensions in order and consolidate
How has Jason Eldrid helped you?
Consolidated pensions and has consistently given us helpful advice re planning., savings and investments.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.