Reviewed for

Insurance and Protection ( 28 )

Mortgages ( 6 )

Pensions ( 150 )

Equity Release ( 8 )

Retirement income (annuities, drawdown) ( 122 )

Auto Enrolment ( 3 )

Investments and Savings ( 152 )

Pension Transfers - Non Specialist ( 46 )

Inheritance Planning ( 70 )

Long Term Care ( 17 )

Pension Transfers - Specialist ( 23 )

Financial Planning ( 102 )

Financial Mentoring ( 18 )

Financial Coaching ( 10 )

Reviewers' assets

£500k+ ( 55 )

£200k - £500k ( 28 )

£100k - £200k ( 12 )

Up to £50k ( 3 )

£50k - 100k ( 9 )

( 2 )

Client reviews

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement and subsequent need for financial planning advice

How has Jason Eldrid helped you?

Jason went to great lengths to understand our financial circumstances, future financial requirements and attitudes to risk. As a result he was able to create a financial plan which addressed all these issues.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Cumbria

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Jason Eldrid helped you?

Identifying our attitude to risk and proposing investment plan to suit that takes full advantage of tax allowances available to us. Demonstrating how, with a range of realistic investment performance scenarios, our savings can support a comfortable lifestyle for the rest of our lives. Proactively managing our portfolio to optimise the performance of our investment and exploit available tax breaks.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing significant

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Consolidation of pensions. Plan for working towards retirement.

How has Jason Eldrid helped you?

Provided a 10 year plan.

Have you seen the outcome you were hoping for?

I feel positive in the guidance given and look forward to greater reward as our situation improves.

What could they have done better?

Nothing springs to mind.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

As I approached retirement I needed someone impartial who could explain options clearly in a friendly way.

How has Jason Eldrid helped you?

He has helped me understand the possibilities of financial planning and how by sensible management one can go into retirement with a positive mindset.

Have you seen the outcome you were hoping for?

He has met all the criteria that I had hoped for. He and his team have been very quick at responding to questions as they came up and provided all paperwork etc for dealing with, for instance, HMRC

What could they have done better?

Nothing I can think of.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Jason Eldrid helped you?

He has given very good, independent advice and helped to set up our income stream together with planning for the future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Jason Eldrid helped you?

He has guided us on the right actions to take to secure a regular income and safeguard money for the future

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Nothing

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Concern that I was ill prepared for the periods approaching and post my retirement due to a lack of prior financial awareness and education and having a whole bunch of historical pensions, pots and investments that I was not in a position to assess effectively as a consistent whole.

How has Jason Eldrid helped you?

Jason has helped to identify and qualify what the various components of our Portfolio are, how they could be best drawn together and capitalised upon in order to address our personal goals over time.

Have you seen the outcome you were hoping for?

It's early days, however I am already starting to appreciate the consistency and how it contributes to the overall view of the financial outlook which has already been subject to a positive incremental improvement.

What could they have done better?

Nothing obvious at tis stage, and we're looking forward to working with Jason to assess our plans going forwards.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Jason Eldrid helped you?

Very much

Have you seen the outcome you were hoping for?

More than hoped for.

What could they have done better?

Nothing

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

We wanted to retire while retaining a decent income and we required a high level of confidence in an adviser who can manage our investment, retirement and inheritance needs efficiently and continuously.

How has Jason Eldrid helped you?

Jason and his team have assessed our position, devised a financial plan, helped us to implement it and are now in a management, review and monitoring process which will adapt to our changing needs, particularly over the next few seven as various pensions kick in.

Have you seen the outcome you were hoping for?

Yes, definitely. Our overall portfolio value has actually grown despite us being in a decumulation phase and this is down to Jason's management of our retirement wealth.

What could they have done better?

Nothing. An excellent service has been provided at all times.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

To help with my financial planning

How has Jason Eldrid helped you?

With all financial aspects

Have you seen the outcome you were hoping for?

Yes, really positive. Clear to understand too.

What could they have done better?

Nothing :)

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Wanted to plan for a pension

How has Jason Eldrid helped you?

From being 16 years old when I first started earning Sheraton Life and Pensions have advised and invested my money leaving us with a good sum at retirement.

Have you seen the outcome you were hoping for?

Yes, it has allowed us to be comfortable in retirement allowing us to do the travelling we planned for.

What could they have done better?

Not a lot.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Advice on possible early retirement

How has Jason Eldrid helped you?

Sorting out pension investments, and explaining possible lifestyle options.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

To make better use of tax advantages

How has Jason Eldrid helped you?

Structured our finances to make full use of schemes available to us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Pension & financial planning

How has Jason Eldrid helped you?

Greatly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Had our money with another Financial Planning firm, but was not happy with the administration and support we were receiving. So was looking to switch companies and the recommendations for Sheraton Financial Planning were very encouraging. Since going with them we have not looked back.

How has Jason Eldrid helped you?

Jason has massively helped us focus our future objectives that are sound and realistic. Given us peace of mind and security.

Have you seen the outcome you were hoping for?

Our money has seen a return and we are at the same time taking an income from it.

What could they have done better?

Completely happy with the service he and his staff provide!

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

To explore utilising my pensions to allow me to move to part-time working.

How has Jason Eldrid helped you?

Jason has consolidated my various pensions and set up a resilient portfolio that enables me to work part-time and plan for potential early retirement.

Have you seen the outcome you were hoping for?

Absolutely, I have now been working 3 days a week (mostly) for 3 years.

What could they have done better?

There is a lot to take in. Perhaps 2 sessions instead of one may help with this. But happy with all the information given and explanation of the context within the world and local economy.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Knew we needed one to handle our retirement financial planning

How has Jason Eldrid helped you?

Enabled to enjoy retirement with complete confidence our financial affairs are in order and can sustain our lifestyle choices.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

To manage a portfolio of DB and DC pensions and personal assets in relation to planning retirement

How has Jason Eldrid helped you?

He has successfully evaluated and assessed our complete financial situation. He has then used planning tools and software to develop forward plans, models and scenarios for us to assess our retirement options.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Being financially inept Jason and the team were amazing in thoughtfully explaining all avenues and offering superb advice.

How has Jason Eldrid helped you?

Jason was brilliant in helping me to navigate the minefield of financial planning and investments.

Have you seen the outcome you were hoping for?

Early days but so far so good.

What could they have done better?

Nothing

Jason's reply

Many thanks for the positive review which is much appreciated. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Had pension policies going for years which did not seem to be doing well at all. Also needed a plan to pay off our interest only mortgage and get a definite plan of action for our retirement in the next 5 years.

How has Jason Eldrid helped you?

Jason and his team have organised everything. It has made the whole process very easy and smooth. We do not feel confident with financial issues. But Jason explained everything so well and then implemented the plan we came up with together; we now feel such relief that our finances are in order. Correspondence with Jason is done through a secure app and is always responded to promptly.

Have you seen the outcome you were hoping for?

Been working with Jason for 6 months. Have been able to pay off a good amount from the mortgage, and have a clear plan to pay off the rest this year. The pensions have been moved to better return investment areas. We have a very clear path forward now to help us achieve our goals in our retirement and into our old age.

What could they have done better?

I don’t think they could improve more. Brilliant service.

Jason's reply

Many thanks for the review which is greatly appreciated. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Retirement financial planning

How has Jason Eldrid helped you?

Portfolio for Pension and financial planning

Have you seen the outcome you were hoping for?

More or less

What could they have done better?

Nothing really

Jason's reply

Many thanks for taking the time to leave us a review. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Age and limited information from existing pension funds. Recommended from a trusted friend.

How has Jason Eldrid helped you?

Reorganisation of our financial situation and thorough explanation of how the financial system works.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

So far all seems to be working as planned.

Jason's reply

Thank you for positive feedback which is much appreciated. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Seeing my work pension growing very slowly.

How has Jason Eldrid helped you?

Jason always available for advice. Annual review is very helpful to take advantage of tax relief etc

Have you seen the outcome you were hoping for?

Yes - allowing for the pandemic and a generally bad year, but my work pension performed worse.

Jason's reply

Thank you for the positive feedback. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Getting Prepared for early Retirement

How has Jason Eldrid helped you?

Provided good advice on a quite complex Financial arrangment

Have you seen the outcome you were hoping for?

Yes

Jason's reply

Thank you for taking the time to leave a review, which is much appreciated. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

Not looking

How has Jason Eldrid helped you?

Jason has been very helpful

Have you seen the outcome you were hoping for?

Yes

Jason's reply

Thanks you for taking the time to leave us a review. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Initially for transfer of company pension scheme.

How has Jason Eldrid helped you?

Jason helped with the xfer of my company pesnion - but only after he had performed full assessments and identified the optimal timing for the transfer. Later he provide planning and support that enabled my wife and I to take early retirement with financial confidence.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Totally satisfied with Jason's ongoing support and guidance.

Jason's reply

Many thanks for taking the time leaves us a review. Best wishes Jason

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Between us my partner and I had a few properties, a few pensions and we wanted to understand how to make our money work hard for us so we vould achieve our retirement goals

How has Jason Eldrid helped you?

Jason has clearly and concisely provided advice on how best to invest and manage our portfolio. He has provided advice to us on trusts, wills and protecting ourselves going into our old age.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing we can think of.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

How has Jason Eldrid helped you?

Providing investment advice and tax efficiency

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Repeat review from verified client

October, 2023

Overall

Advice

Service

Value

Based in London

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Powys

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Wiltshire

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

Overall

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall

Advice

Service

Value

Based in Hampshire

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

Overall