Sheraton Financial Planning Ltd

Independent Financial Adviser  Sheraton Financial Planning Ltd, Fareham, Hants, PO17 5JE
First meeting at adviser's own cost
Shortlisted by the FT Money Management magazine as At Retirement Planner of the Year for 2017 and Winner in 2018.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Jason Eldrid APFS, CFP
Financial Planner

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
Since taking over my account he have given me a greater and more depth understanding of my investments with regular updates and detailed annual review He fully understands my needs both short and long term. Jason has always been at the end of the phone for advice, etc.
Chris, Landlord, Hampshire
My wife and I have used the services of Jason for some years. We have always found him to be most approachable, honest and trustworthy and fully appreciative of our financial needs and aspirations, particularly with regard to the extent of the risks we feel comfortable in undertaking concerning our investment portfolio. We have no hesitation in recommending his services.
Peter, Business Owner, Hertfordshire
Understands clearly our financial objectives & patiently explains how to get the best from the proposed portfolio. Rightly challenged our attitude to risk to ensure we have a balanced portfolio that should meet our financial goals
Chris, Division Business Manager, Hampshire
About us

I am a Chartered and Certified Financial Planner at Sheraton Financial Planning. We specialise in providing a quality service to clients who at or near retirement, and want clarity on understanding their current financial situation and whether they can comfortably retire and achieve financial independence. A personalised financial plan is created to help clients visualise their own situation, which allows clients to make life changing decisions. These clients benefit from regular, personalised client care.

The principal, Jason Eldrid has over 20 years’ experience in the financial industry to draw on, having qualified as a Certified Financial Planner professional and a Chartered Financial Planner

Our services

Benefits that Sheraton’s service delivers:
1 Clients become financially organised;
2 Consolidating existing finances brings greater understanding of their situation and simplifying their lives;
3 A written financial plan helps clients get from A to B and will help clients achieve
their financial goals;
4 Provide a successful investment experience. Setting realistic expectations and
educating our clients about investing means we can more readily deliver a successful investment experience.

Why Sheraton is different?
1 Limited client numbers
2 Fee based service
3 Client care

Where to find us
Head office address: Sheraton Financial Planning Ltd, Bridge Street, Wickham, Fareham, Hants, PO17 5JE
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021

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