About Sheraton Financial Planning Ltd

Shortlisted by the FT Money Management magazine as At Retirement Planner of the Year for 2017 and Winner in 2018.
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
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • :
  • Long term care

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