Jason Eldrid

Jason Eldrid

Sheraton Financial Planning Ltd

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.