Who are we?
Sheraton Financial Planning is a fee-based financial planning practise, and was founded in 2006 by Jason Eldrid. Jason set up the business as he believes passionately in helping clients achieve clarity on their current financial situation, and helping them achieve their financial (and therefore lifestyle) goals. His clients benefit from regular, personalised client care.
Jason has over 20 years’ experience in the financial industry, having qualified as a Certified Financial Planner professional, a Chartered Financial Planner and Chartered Wealth Manager.
Jason has been short listed for the Financial Times Money Management At Retirement Planner of The Year for 2017 and 2018.
He also has a 5-star rating on VouchedFor, an independent service that lets you find, rate and review professionals. You can read his reviews here:
Where are we?
We’re based near Portsmouth, but we work with clients from across the UK. We have invested in software that means you have access to your investments 24/7, and we’re happy to conduct meetings over the internet, at our office, or the Institute of Directors in London. Whatever works best for you?