Reviewed for
Insurance and Protection ( 29 )
Mortgages ( 6 )
Pensions ( 178 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 149 )
Auto Enrolment ( 3 )
Investments and Savings ( 180 )
Pension Transfers - Non Specialist ( 53 )
Inheritance Planning ( 86 )
Long Term Care ( 19 )
Pension Transfers - Specialist ( 26 )
Financial Planning ( 137 )
Financial Mentoring ( 20 )
Financial Coaching ( 12 )
( 1 )
Reviewers' assets
£500k+ ( 64 )
£200k - £500k ( 36 )
£100k - £200k ( 13 )
Up to £50k ( 3 )
£50k - 100k ( 9 )
( 2 )
Review
by a verified client in West Sussex
5 days 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.
Review
by a verified client in Hampshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Assessing our retirement options based on accrued DB and DC pension entitlements
How has Jason Eldrid helped you?
Jason assessed our finaicial situation and our retirement goals in detail and confirmed that we were able to retire at the time we wanted on the lifestytle we wanted.
Have you seen the outcome you were hoping for?
Yes, completely.
What could they have done better?
Nothing. Jason's expertise is unmatchable.
Review
by a verified client in Hampshire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement with diverse investments and company pensions. Required clear overview and planning.
How has Jason Eldrid helped you?
Jason has guided me over last 3 years. Helping me navigate the ramp down from full time work. He has advised on all aspects of the transition and is now starting to help with my daughters investments and planning.
Have you seen the outcome you were hoping for?
100%
What could they have done better?
Only thing that would have been better was if I’d approached Jason earlier.
Review
by a verified client in Hampshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed professional advice on how to handle our multiple pension pots.
How has Jason Eldrid helped you?
Gave sound advice and a couple of options. Took the time to explain some of the financial jargon and how things worked.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hampshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to get expert support in maximising our assets
How has Jason Eldrid helped you?
We’ve been working with Jason for several years and his advice has been invaluable in managing and maximising the return on our investments. He and the team answer any queries promptly and proactively make suggestions for enhancing our portfolio.
Have you seen the outcome you were hoping for?
Yes, very satisfied with the outcomes.
What could they have done better?
Nothing