Jason Eldrid

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

The death of my father and becoming responsible for my Mother's and own finances.

How has Jason Eldrid helped you?

Just over a year.

Have you seen the outcome you were hoping for?

More than!

What could they have done better?

Nothing.

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

Age

How has Jason Eldrid helped you?

All of the above areas

Have you seen the outcome you were hoping for?

Yes

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

Several years ago I wanted to combine my private pensions to give me a better and more secure retirement as well as wanting professional advice on timing of the disposal of my rental properties and what to do with the resultant profits.

How has Jason Eldrid helped you?

Absolutely

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing I can think of

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

Looking to see if we could retire.

How has Jason Eldrid helped you?

Transformed our financial plans into reality!

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

nothing

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

Retirement.

How has Jason Eldrid helped you?

Personal & work pensions transferred into reccomendedfunds by Jason.

Have you seen the outcome you were hoping for?

Yes and then some.

What could they have done better?

Nothing

Please provide a brief comment about your experience with Jason

Not what I expected.

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

Planning on retiring

How has Jason Eldrid helped you?

Been very approachable throughout process of retirement planning. Very confident and knowledgeable in meetings,

Have you seen the outcome you were hoping for?

Outcome has been amazing and much better than hoped for!

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

Retirement planning

How has Jason Eldrid helped you?

He has given us a greater understanding of the best ways to plan for the future in retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - We have been very pleased with the service provided

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

To manage my finances

How has Jason Eldrid helped you?

He has given me very good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

It was all fine

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

Husband’s retirement

How has Jason Eldrid helped you?

To create an investment portfolio which enables us to live comfortably and make the most of our retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Approaching retirement.

How has Jason Eldrid helped you?

Sound advice in all areas of financial planning pre- and post-retirement.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Can’t think of anything.

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

Funds to invest long term

How has Jason Eldrid helped you?

Jason has put together a flexible long term plan for us to ensure financial security and has them implemented the plan for us

Have you seen the outcome you were hoping for?

Yes, so far all is looking good

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

I'm approaching retirement so wanted to get all our finances organised

How has Jason Eldrid helped you?

Jason was able to look our entire portfolio of investments (Pensions, ISAs, Savings etc) and recommend a way forward. He is able to explain the various aspects in a language both my wife and I can understand. At the end of the process we received a fully completed detailed report and plan of what we needed to do

Have you seen the outcome you were hoping for?

Yes we have

What could they have done better?

Nothing comes to mind.

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

To maximise investments and planning for the future

How has Jason Eldrid helped you?

Identified and recommended options for savings and investments Retirement planning Planning for children’s inheritance

Have you seen the outcome you were hoping for?

Above and beyond what I was hoping for

What could they have done better?

N/a

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

We both wanted to retire early and needed to understand whether we could do so while maintaining a comfortable lifestyle.

How has Jason Eldrid helped you?

He developed a detailed and comprehensive financial plan which has now been in operation for two years and is workming extremely well.

Have you seen the outcome you were hoping for?

Yes, definitely. Moving from a wealth accumulation to a decumulation basis has been something of a psychological challenge for us(!), but Jason has guided us through this process with his consistent knowledge and professionalism. Our investments have done extremely well in the last two years despite the volatility in world markets, so we have every confidence that Jason will continue to meet our retirement needs successfully olver the long term.

What could they have done better?

Apparently we're not wealthy enough to buy a yacht, but something has to give, I suppose ;-)

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

Needed to know when I could retire

How has Jason Eldrid helped you?

Pension planning

Have you seen the outcome you were hoping for?

Yes. Jason helped me see I could retire comfortably in an acceptable timeframe.

Please provide a brief comment about your experience with Jason

Jason Eldrid told me during our initial telephone call and meeting that he was prepared to provide one-off investment advice and claimed that he offered this service to a number of clients. However, when I asked him a number of questions such as how much he would charge per hour for meetings, how his online fee calculator worked and requested clarification on the client agreement he sent me to sign he replied: “Thank you for your email and for considering our services. After careful consideration, we have decided to decline to take this matter further as we are currently very busy with clients who are happy to proceed with ongoing long-term planning.” It appears that Jason is really only seeking clients who don’t ask any questions and are prepared to pay his ongoing charge of 0.85% per annum (p.a.). I recommend that you check his T&Cs and raise any concerns you may have before you waste time travelling to his office. I contacted Jason as it appears from his Vouchedfor fee calculator that he charges fixed fees rather than a percentage of the investment e.g. his calculator shows that his typical ongoing investment fee is £850 irrespective of whether the investment amount is set to £100,000, £250,000 or £500,000. During our meeting Jason told me that his ongoing charge is actually 0.85% p.a. I subsequently rechecked his Vouchedfor profile and discovered the “READ MORE” drop down section below his calculator does show that his ongoing charge is 0.85% capped at £10,000. His initial investment fee is also not fixed as his calculator suggests and can be up to 1%. When I emailed Jason for clarification on his contract I also asked if his fee calculator was working correctly. If his ongoing charge is 0.85% then for investments amounts of £100,000, £250,000 and £500,000 I would expect his calculator to display charges of £850, £2,125 and £4,250 respectively rather than remain fixed at £850. As Jason did not answer any of my questions I emailed him again on the 14 August 2024 and suggested that he update his calculator. It is now the 5 September 2024 and Jason still hasn’t done this. Hopefully he will provide an explanation when he replies to this review as I cannot be the only person who will be misled by his calculator. I did wonder whether I was getting confused between his ongoing investment and ongoing planning charges. However, the ongoing investment charges are listed as £250 per existing investment or pension so I cannot see how his typical ongoing investment charge can be £850 as £850 divided by £250 is not a whole number. When I last emailed Jason on the 14 August 2024 I suggested that it would be helpful if he added his photograph to his Vouchedfor profile or his company website as the one I found on the following websites look nothing like him. https://uk.linkedin.com/in/jasoneldridatsheratonfp https://www.moneymarketing.co.uk/profile/profile-it-is-amazing-pension-freedoms-still-exist-i-wouldnt-be-surprised-if-it-was-pulled/ It is disappointing that the FCA does not provide photographs of advisers on their online register so that they can be identified and hopefully caught if they suddenly disappear with your money. I have checked today and still can’t find a photograph of Jason on this Vouchedfor profile or his company website. I have previously been informed by Vouchedfor staff that anyone leaving a first impression review cannot subsequently respond to a reply left by the financial adviser. This means that the adviser can contradict or undermine what the reviewer has said in the certain knowledge that the reviewer cannot respond. Please bear this in mind. Please also check if there is a sudden increase in the number of 5 star reviews being left for Jason as this would tend to indicate that the reviews are not genuine and have been quickly added to bury my review out of sight.

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

I needed a reputable professional to guide me with regards to my pension fund and inheritance planning.

How has Jason Eldrid helped you?

Jason has provided answers to all of my questions and has provided a thoroughly professional financial planning service.

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

To be honest I cannot see anything that could have been done better or differently.

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

We wanted to ensure we were investing wisely and getting our investments working for us. Also inheritance planning and retirement planning

How has Jason Eldrid helped you?

Jason has sorted everything for us and clearly explains everything our annual review meetings

Have you seen the outcome you were hoping for?

Absolutely yes

What could they have done better?

Nothing

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

Our previous 'adviser' seemed only interested in selling to us. Jason was recommended by a personal friend.

How has Jason Eldrid helped you?

All our finances now under control and this gives us confidence in planning for the years ahead.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that comes to mind currently

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

Lack of confidence in financial planning

How has Jason Eldrid helped you?

Guidance on retirement planning

Have you seen the outcome you were hoping for?

Yes

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

I have had a financial advisor for 20 years and when my previous FIA retired Jason was recommended to me a number of years ago

How has Jason Eldrid helped you?

Jason has encouraged me to look at the long term gains on investments rather than short terms cash returns. This has been presented to me in a professional and considered way

Have you seen the outcome you were hoping for?

Yes, certainly, the investments selected by Jason and his team at Sheratons have produced impressive growth which will allow me to live comfortably in retirement

What could they have done better?

sometimes it would help if explanations were presented more slowly, maybe its my age :)

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

Investing money accumulated in my consulting business.

How has Jason Eldrid helped you?

Develop an income stream from money invested.

Have you seen the outcome you were hoping for?

Yes

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

Retirement

How has Jason Eldrid helped you?

Jason has devised a plan that provides our desired outcomes.

Have you seen the outcome you were hoping for?

Most certainly.

What could they have done better?

At this time i cannot think of anything that could have been improved.

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

I have recently retired and my wife is only a year away. We wanted reassurance that we would be able to afford it as well as general advice on how best to organise our various DB and DC pensions, as well as our savings.

How has Jason Eldrid helped you?

He was able to demonstrate that we should have no problems in retiring and has come up with an impressive financial plan. He has saved us from making at least one major mistake that would have cost us thousands and the overall approach is much more tax efficient than we could have come up with ourselves. We were surprised by the amount of work that went into discovering every little detail about our existing pension plans - we hadn't realised there could be such major differences between providers.

Have you seen the outcome you were hoping for?

I had hoped that good financial advice would at least pay for itself and this certainly seems to have been the case. Where appropriate, we have moved pensions into managed funds but, where there was an advantage to leaving a pension with an existing provider, we have been able to do so without feeling undue pressure.

What could they have done better?

I sometimes struggled to follow some of Jason's explanations but I was never quite sure if this was my fault or his. We always seemed to get there in the end though. Very pleased overall.

Please provide a brief comment about your experience with Jason

Very impressed with the whole experience.

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

Retirement planning

How has Jason Eldrid helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure. I’m happy with all the sound advice so far.

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

I needed advice on my pension and finances

How has Jason Eldrid helped you?

Jason has given me advice and future proofed my pension pot

Have you seen the outcome you were hoping for?

Yes

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

Wanted help planning for retirement

How has Jason Eldrid helped you?

Retirement plans and inheritance planning

Have you seen the outcome you were hoping for?

Yes

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

Intended retirement planning

How has Jason Eldrid helped you?

Sound advice covering financial planning for retirement.

Have you seen the outcome you were hoping for?

Yes

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

Retirement and subsequent need for financial planning advice

How has Jason Eldrid helped you?

Jason went to great lengths to understand our financial circumstances, future financial requirements and attitudes to risk. As a result he was able to create a financial plan which addressed all these issues.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Retirement

How has Jason Eldrid helped you?

Identifying our attitude to risk and proposing investment plan to suit that takes full advantage of tax allowances available to us. Demonstrating how, with a range of realistic investment performance scenarios, our savings can support a comfortable lifestyle for the rest of our lives. Proactively managing our portfolio to optimise the performance of our investment and exploit available tax breaks.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing significant

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

Consolidation of pensions. Plan for working towards retirement.

How has Jason Eldrid helped you?

Provided a 10 year plan.

Have you seen the outcome you were hoping for?

I feel positive in the guidance given and look forward to greater reward as our situation improves.

What could they have done better?

Nothing springs to mind.

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

As I approached retirement I needed someone impartial who could explain options clearly in a friendly way.

How has Jason Eldrid helped you?

He has helped me understand the possibilities of financial planning and how by sensible management one can go into retirement with a positive mindset.

Have you seen the outcome you were hoping for?

He has met all the criteria that I had hoped for. He and his team have been very quick at responding to questions as they came up and provided all paperwork etc for dealing with, for instance, HMRC

What could they have done better?

Nothing I can think of.

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

Retirement

How has Jason Eldrid helped you?

He has given very good, independent advice and helped to set up our income stream together with planning for the future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Retirement

How has Jason Eldrid helped you?

He has guided us on the right actions to take to secure a regular income and safeguard money for the future

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Nothing

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

Concern that I was ill prepared for the periods approaching and post my retirement due to a lack of prior financial awareness and education and having a whole bunch of historical pensions, pots and investments that I was not in a position to assess effectively as a consistent whole.

How has Jason Eldrid helped you?

Jason has helped to identify and qualify what the various components of our Portfolio are, how they could be best drawn together and capitalised upon in order to address our personal goals over time.

Have you seen the outcome you were hoping for?

It's early days, however I am already starting to appreciate the consistency and how it contributes to the overall view of the financial outlook which has already been subject to a positive incremental improvement.

What could they have done better?

Nothing obvious at tis stage, and we're looking forward to working with Jason to assess our plans going forwards.

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

Retirement planning

How has Jason Eldrid helped you?

Very much

Have you seen the outcome you were hoping for?

More than hoped for.

What could they have done better?

Nothing

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

We wanted to retire while retaining a decent income and we required a high level of confidence in an adviser who can manage our investment, retirement and inheritance needs efficiently and continuously.

How has Jason Eldrid helped you?

Jason and his team have assessed our position, devised a financial plan, helped us to implement it and are now in a management, review and monitoring process which will adapt to our changing needs, particularly over the next few seven as various pensions kick in.

Have you seen the outcome you were hoping for?

Yes, definitely. Our overall portfolio value has actually grown despite us being in a decumulation phase and this is down to Jason's management of our retirement wealth.

What could they have done better?

Nothing. An excellent service has been provided at all times.

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

To help with my financial planning

How has Jason Eldrid helped you?

With all financial aspects

Have you seen the outcome you were hoping for?

Yes, really positive. Clear to understand too.

What could they have done better?

Nothing :)

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

Wanted to plan for a pension

How has Jason Eldrid helped you?

From being 16 years old when I first started earning Sheraton Life and Pensions have advised and invested my money leaving us with a good sum at retirement.

Have you seen the outcome you were hoping for?

Yes, it has allowed us to be comfortable in retirement allowing us to do the travelling we planned for.

What could they have done better?

Not a lot.

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

Advice on possible early retirement

How has Jason Eldrid helped you?

Sorting out pension investments, and explaining possible lifestyle options.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

To make better use of tax advantages

How has Jason Eldrid helped you?

Structured our finances to make full use of schemes available to us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Pension & financial planning

How has Jason Eldrid helped you?

Greatly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

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

Had our money with another Financial Planning firm, but was not happy with the administration and support we were receiving. So was looking to switch companies and the recommendations for Sheraton Financial Planning were very encouraging. Since going with them we have not looked back.

How has Jason Eldrid helped you?

Jason has massively helped us focus our future objectives that are sound and realistic. Given us peace of mind and security.

Have you seen the outcome you were hoping for?

Our money has seen a return and we are at the same time taking an income from it.

What could they have done better?

Completely happy with the service he and his staff provide!

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

To explore utilising my pensions to allow me to move to part-time working.

How has Jason Eldrid helped you?

Jason has consolidated my various pensions and set up a resilient portfolio that enables me to work part-time and plan for potential early retirement.

Have you seen the outcome you were hoping for?

Absolutely, I have now been working 3 days a week (mostly) for 3 years.

What could they have done better?

There is a lot to take in. Perhaps 2 sessions instead of one may help with this. But happy with all the information given and explanation of the context within the world and local economy.

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

Knew we needed one to handle our retirement financial planning

How has Jason Eldrid helped you?

Enabled to enjoy retirement with complete confidence our financial affairs are in order and can sustain our lifestyle choices.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

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

To manage a portfolio of DB and DC pensions and personal assets in relation to planning retirement

How has Jason Eldrid helped you?

He has successfully evaluated and assessed our complete financial situation. He has then used planning tools and software to develop forward plans, models and scenarios for us to assess our retirement options.

Have you seen the outcome you were hoping for?

Yes

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

Being financially inept Jason and the team were amazing in thoughtfully explaining all avenues and offering superb advice.

How has Jason Eldrid helped you?

Jason was brilliant in helping me to navigate the minefield of financial planning and investments.

Have you seen the outcome you were hoping for?

Early days but so far so good.

What could they have done better?

Nothing

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

Had pension policies going for years which did not seem to be doing well at all. Also needed a plan to pay off our interest only mortgage and get a definite plan of action for our retirement in the next 5 years.

How has Jason Eldrid helped you?

Jason and his team have organised everything. It has made the whole process very easy and smooth. We do not feel confident with financial issues. But Jason explained everything so well and then implemented the plan we came up with together; we now feel such relief that our finances are in order. Correspondence with Jason is done through a secure app and is always responded to promptly.

Have you seen the outcome you were hoping for?

Been working with Jason for 6 months. Have been able to pay off a good amount from the mortgage, and have a clear plan to pay off the rest this year. The pensions have been moved to better return investment areas. We have a very clear path forward now to help us achieve our goals in our retirement and into our old age.

What could they have done better?

I don’t think they could improve more. Brilliant service.

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

Retirement financial planning

How has Jason Eldrid helped you?

Portfolio for Pension and financial planning

Have you seen the outcome you were hoping for?

More or less

What could they have done better?

Nothing really

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

Age and limited information from existing pension funds. Recommended from a trusted friend.

How has Jason Eldrid helped you?

Reorganisation of our financial situation and thorough explanation of how the financial system works.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

So far all seems to be working as planned.

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

Seeing my work pension growing very slowly.

How has Jason Eldrid helped you?

Jason always available for advice. Annual review is very helpful to take advantage of tax relief etc

Have you seen the outcome you were hoping for?

Yes - allowing for the pandemic and a generally bad year, but my work pension performed worse.

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

Getting Prepared for early Retirement

How has Jason Eldrid helped you?

Provided good advice on a quite complex Financial arrangment

Have you seen the outcome you were hoping for?

Yes

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

Not looking

How has Jason Eldrid helped you?

Jason has been very helpful

Have you seen the outcome you were hoping for?

Yes

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

Initially for transfer of company pension scheme.

How has Jason Eldrid helped you?

Jason helped with the xfer of my company pesnion - but only after he had performed full assessments and identified the optimal timing for the transfer. Later he provide planning and support that enabled my wife and I to take early retirement with financial confidence.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Totally satisfied with Jason's ongoing support and guidance.

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

Between us my partner and I had a few properties, a few pensions and we wanted to understand how to make our money work hard for us so we vould achieve our retirement goals

How has Jason Eldrid helped you?

Jason has clearly and concisely provided advice on how best to invest and manage our portfolio. He has provided advice to us on trusts, wills and protecting ourselves going into our old age.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing we can think of.

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

I had retired and my husband was looking for advice on planning for retirement

How has Jason Eldrid helped you?

Providing investment advice and tax efficiency

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

As always, very helpful. Answered all my questions.

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

Needed to start retirement planning.

How has Jason Eldrid helped you?

We have a coherent, reliable, and flexible financial plan for the future.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Kept us fully informed and advised on options during this very uncertain period for investors

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

Receiving money from a deceased parent and the need to invest it in the right way. To make current finances more tax efficient and sort out my pensions to enable retirement at 60.

How has Jason Eldrid helped you?

By providing advice in relation to savings and investments, pensions, tax efficiencies and so on.

Have you seen the outcome you were hoping for?

Our goal is very long term (17 years away) so it's too soon to say for sure, but it looks from the plan like the advice we have received will enable us to achieve our goals.

What could they have done better?

N/a

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

I was approaching retirement with a mixed portfolio of employer pensions and investments with no real idea of whether I could afford to retire and how best to utilise the investments i had to fund a retirement

How has Jason Eldrid helped you?

Jason helped me by simplifying and consolidating my diverse investments into an easy to manage portfolio and making it very tax efficient. I have been able to retire earlier than I expected. Jason has also provided excellent advice on how I can structure my affairs to ensure that when I pass what remains of my wealth will remain with my children.

Have you seen the outcome you were hoping for?

Simply put, yes.

What could they have done better?

Nothing

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

Forward planning for retirement

How has Jason Eldrid helped you?

Jason is extremely knowledgeable and has provided sound advice in order to maintain our lifestyle and protect our inheritance for future generations.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Jason is approachable and explains financial issues in a way that is very helpful to laypeople.

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Our main contact with Jason is our annual review where our goals and ongoing investment strategies are discussed and any actions agreed upon.

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

Local, qualified, established business with good ratings.

How has Jason Eldrid helped you?

Pension and trust fund

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

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

As I am nearing retirement, I wanted to deal with an adviser that I had confidence in, who I felt would provide sound advice and offer a solution best suited to my needs.

How has Jason Eldrid helped you?

Jason has offered a comprehensive service, he has taken the time to fully understand my particular requirements and matched a combination of products and services to comply with my wishes. I certainly feel I have made a good choice of adviser.

Have you seen the outcome you were hoping for?

We are just at the beginning of the process but I certainly feel we are moving in the right direction.

What could they have done better?

I feel that I am being guided on the right path - nothing stands out in my mind that I feel could have be done better.

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

Retirement

How has Jason Eldrid helped you?

Setting up and organising our finances now and ongoing so that we can live comfortably in retirement. Jason explained things in easy to understand language. Jason is extremely knowledgeable on all topics.

Have you seen the outcome you were hoping for?

Yes, Sheraton are putting our financial plan in place and we will work with them on an ongoing basis.

What could they have done better?

N/A

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

Planning for retirement.

How has Jason Eldrid helped you?

Discussed needs and aspirations and provided appropriate advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am completely satisfied.

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

We initially wanted guidance on investment of a redundancy payment, & how best to use it to help us achieve long term financial goals

How has Jason Eldrid helped you?

He provided us with an initial plan, and has worked with us over the last 15 years to continue to achieve our long term financial goals in the light of our changing lifestyle requirements and the ever-evolving global financial environments.

Have you seen the outcome you were hoping for?

Yes - we can still see that we are able to keep to our plans.

What could they have done better?

Hard to think of anything. Any questions/concerns/changes to circumstances etc. have all been addressed quickly and efficiently.

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

Having to understand how I get my head around moving from feeling in control and understanding my environment whilst working vs. what I have to do in order to plan confidently my retirement.

How has Jason Eldrid helped you?

I needed expert Planning advice that could translate my position and wants into a long term plan that matches my needs and this is what Jason is good at. Worrying about the important stuff and putting aside the things I can afford to worry less about.

Have you seen the outcome you were hoping for?

Yes. The outcome I wanted was a well understood multi-year plan that I feel confident about.

What could they have done better?

Right now there is nothing else I am looking for.

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Jason reviews everything with me annually and he makes everything super clear and uncomplicated. He always answers any questions so I a have a complete understanding and is just very knowledgeable and very helpful. His team are also very efficient and helpful too

This review is a follow-up review from a client who left a review previously.

How has Jason Eldrid helped you since your last review?

Kept us abreast of any developments that might impact either positively or negatively on our finances

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

We wanted to retire early and needed to understand the quality of life we could enjoy when retired.

How has Jason Eldrid helped you?

Developed a financial plan to see us through to age 100 while allowing for our lifestyle requirements during retirement.

Have you seen the outcome you were hoping for?

Yes, absolutely. We are retired and are enjoying it immensely, while having the peace of mind that our long-term retirement planning has been professionally developed and implemented.

What could they have done better?

Probabaly not the cheapest financial adviser we could have found, but you get what you pay for so we hvae no problem with the fees when measured against the quality of the advice given.