Jason Eldrid

Jason Eldrid

Sheraton Financial Planning Ltd

Jason's reviews

Reviewed for

Insurance and Protection ( 29 )

Mortgages ( 6 )

Pensions ( 193 )

Equity Release ( 8 )

Retirement income (annuities, drawdown) ( 162 )

Auto Enrolment ( 3 )

Investments and Savings ( 194 )

Pension Transfers - Non Specialist ( 55 )

Inheritance Planning ( 93 )

Long Term Care ( 20 )

Pension Transfers - Specialist ( 29 )

Financial Planning ( 148 )

Financial Mentoring ( 20 )

Financial Coaching ( 12 )

( 1 )

Reviewers' assets

£500k+ ( 67 )

£200k - £500k ( 39 )

£100k - £200k ( 13 )

Up to £50k ( 3 )

( 2 )

£50k - 100k ( 12 )

Review

by a verified client in Hampshire

a day ago

Overall

Advice

Service

Value

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

impending retirement

How has Jason Eldrid helped you?

Put my retirement arrangements on an even keel and given me confidence.

Have you seen the outcome you were hoping for?

yes

Review

by a verified client in Hampshire

4 days ago

Overall

Advice

Service

Value

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

Retirement; inheritance planning

How has Jason Eldrid helped you?

Developed a bespoke and thoughtful plan based on my needs and risk tolerance, that (a) provides a far better than expected retirement income and (b) enables me to pass wealth to my mid-twenties children, all in the most tax efficient manner. The planning call to my children as part of the service is an unexpected bonus.

Have you seen the outcome you were hoping for?

Absolutely. Having engaged then decided not to work with another IFA before engaging Jason, because their advice didn't give me confidence, they couldn't answer my questions and felt I wasn't being listened to, it's been a revelation working with him. My expectations have been exceeded regarding the very detailed process of understanding my particular needs and how Sheraton has met them.

What could they have done better?

Nothing.

Review

by a verified client in Hampshire

5 days ago

Overall

Advice

Service

Value

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

The need to have professional guidance concerning our financial planning .

How has Jason Eldrid helped you?

Jason has been able to clarify and advise us on aspects that affects our financial planning .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We don't think so .

Review

by a verified client in Hampshire

7 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?

We feel more secure in how our funds will see us through retirement

Have you seen the outcome you were hoping for?

Yes

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?

The need to manage money from inheritance & pension

How has Jason Eldrid helped you?

By maximising the opportunities that our investments can provide Advising on B2L strategy

Have you seen the outcome you were hoping for?

Yes, pretty much

What could they have done better?

Not much