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