Jason's reviews
Reviewed for
Insurance and Protection ( 29 )
Mortgages ( 6 )
Pensions ( 182 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 152 )
Auto Enrolment ( 3 )
Investments and Savings ( 184 )
Pension Transfers - Non Specialist ( 54 )
Inheritance Planning ( 89 )
Long Term Care ( 20 )
Pension Transfers - Specialist ( 28 )
Financial Planning ( 139 )
Financial Mentoring ( 20 )
Financial Coaching ( 12 )
( 1 )
Reviewers' assets
£500k+ ( 66 )
£200k - £500k ( 36 )
£100k - £200k ( 13 )
Up to £50k ( 3 )
( 2 )
£50k - 100k ( 10 )
Review
by a verified client in Cumbria
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing to know how to best invest retirement lump sum.
How has Jason Eldrid helped you?
By drawing up a detailed financial plan that meets all our requirements.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hampshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement.
How has Jason Eldrid helped you?
He has helped enormously with pension advice and how to protect ourselves from inheritance tax in the future.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing
Review
by a verified client in Fife
a month 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
a month 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
2 months 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.