Jason's reviews
Reviewed for
Insurance and Protection ( 29 )
Mortgages ( 6 )
Pensions ( 180 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 151 )
Auto Enrolment ( 3 )
Investments and Savings ( 182 )
Pension Transfers - Non Specialist ( 54 )
Inheritance Planning ( 87 )
Long Term Care ( 19 )
Pension Transfers - Specialist ( 28 )
Financial Planning ( 139 )
Financial Mentoring ( 20 )
Financial Coaching ( 12 )
( 1 )
Reviewers' assets
£500k+ ( 65 )
£200k - £500k ( 36 )
£100k - £200k ( 13 )
Up to £50k ( 3 )
£50k - 100k ( 9 )
( 2 )
Review
by a verified client in Fife
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help with retirement planning.
How has Jason Eldrid helped you?
Managed our pensions portfolio and explained our financial options which has made us comfortable with regards retirement planning.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Hampshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate my pensions into a SIPPS & IHT planning.
How has Jason Eldrid helped you?
He has developed a plan to cover my investments, SIPPS & IHT. We have annual reviews to review performance & check on our current circumstances. These are reviewed against our stated objectives.
Have you seen the outcome you were hoping for?
Pretty much.
What could they have done better?
Hard to say in this current economic situation. We have seen Brexit, the Pandemic, wars in Ukraine & Gaza, spiralling energy costs, Government budgets with increased taxes (including pension now part of IHT), poor economic growth & now USA strategy of tariff wars.
Review
by a verified client in West Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to look at planning for my retirement and see what my options would be.
How has Jason Eldrid helped you?
Jason has been thorough with the planning of my retirement and explaining how my retirement planning will work for me, this resulting in me being able to retire 10 years earlier than i had thought.
Have you seen the outcome you were hoping for?
The retirement plane is still in its early stages , but so far all is looking good for the future.
What could they have done better?
I think they have so far done an excellent job for my personal circumstances. And i only wish i had known of them earlier.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Assessing our retirement options based on accrued DB and DC pension entitlements
How has Jason Eldrid helped you?
Jason assessed our finaicial situation and our retirement goals in detail and confirmed that we were able to retire at the time we wanted on the lifestytle we wanted.
Have you seen the outcome you were hoping for?
Yes, completely.
What could they have done better?
Nothing. Jason's expertise is unmatchable.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement with diverse investments and company pensions. Required clear overview and planning.
How has Jason Eldrid helped you?
Jason has guided me over last 3 years. Helping me navigate the ramp down from full time work. He has advised on all aspects of the transition and is now starting to help with my daughters investments and planning.
Have you seen the outcome you were hoping for?
100%
What could they have done better?
Only thing that would have been better was if I’d approached Jason earlier.