Jason's reviews
Reviewed for
Insurance and Protection ( 30 )
Mortgages ( 6 )
Pensions ( 219 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 184 )
Auto Enrolment ( 3 )
Investments and Savings ( 219 )
Pension Transfers - Non Specialist ( 64 )
Inheritance Planning ( 108 )
Long Term Care ( 23 )
Pension Transfers - Specialist ( 31 )
Financial Planning ( 177 )
Financial Mentoring ( 21 )
Financial Coaching ( 13 )
( 2 )
Reviewers' assets
£500k+ ( 78 )
£200k - £500k ( 44 )
£100k - £200k ( 16 )
£50k - 100k ( 12 )
Up to £50k ( 4 )
( 3 )
Review
by a verified client in Hampshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had several pension pots that needed bringing together at retirement.
How has Jason Eldrid helped you?
He initially suggested a plan that included pitfalls to avoid when I was ready to retire. These plans have been a godsend when investing and when I’ve needed cash at short notice.
Have you seen the outcome you were hoping for?
I have and continue to see the benefits of his advice as I move forward.
What could they have done better?
Nothing as far as I can tell.
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?
my husband has recently retired and needed advise on how to invest his pensions and shares and our total income
How has Jason Eldrid helped you?
Jason helped us to analyse our joint income and assets in order to make sensible credible plans for our future in financial terms and invest wisely
Have you seen the outcome you were hoping for?
its still early days but so far it has been very enouraging
What could they have done better?
nothing
Review
by a verified client in Wiltshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Jason Eldrid helped you?
He has been very helpful
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Reduce charges
Review
by a verified client in Lancashire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Jason Eldrid helped you?
He's made it possible to retire earlier than I thought. And with a better income.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help consolidating pensions and putting long term financial plans in place.
How has Jason Eldrid helped you?
Sorting out complex pensions has been a huge help, and we now have an easy to access long term view of our finances, with help making decisions when needed.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Flipchart draings could be better,