Jason's reviews
Reviewed for
Insurance and Protection ( 29 )
Mortgages ( 6 )
Pensions ( 191 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 160 )
Auto Enrolment ( 3 )
Investments and Savings ( 192 )
Pension Transfers - Non Specialist ( 54 )
Inheritance Planning ( 92 )
Long Term Care ( 20 )
Pension Transfers - Specialist ( 29 )
Financial Planning ( 146 )
Financial Mentoring ( 20 )
Financial Coaching ( 12 )
( 1 )
Reviewers' assets
£500k+ ( 67 )
£200k - £500k ( 38 )
£100k - £200k ( 13 )
Up to £50k ( 3 )
( 2 )
£50k - 100k ( 12 )
Review
by a verified client in Hampshire
2 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
4 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
6 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
Review
by a verified client in Hampshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to retire early and had a fairly complicated situation with several different pensions, one defined contribution (DC) and two defined benefits (DB) plus additional voluntary contributions. I also had several different saving accounts and an ISA. I wanted to ensure that I had sufficient income to retire comfortably and have my assets managed for future income.
How has Jason Eldrid helped you?
Jason helped me amalgamate these with the transfer of the pension pot (DC) and AVCs to investments with the platform Transact, and later the ISA account. He did a thorough investigation of my circumstances and outgoings and gave me the confidence to retire. I have an annual review to reassure me that things are on track.
Have you seen the outcome you were hoping for?
Yes, I am happily retired and can concentrate on my health and hobbies without worrying about my finances. The fees are worth it to me as I feel confident that my money is being managed well and that I have enough income for my needs, now and in the future.
What could they have done better?
I would prefer that documents to be signed were posted to me. Now that I am retired I no longer have access to the office facilities I used to.
Review
by a verified client in Hampshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement
How has Jason Eldrid helped you?
He has helped me retire earlier than I thought possible, with a better income.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing