0330 038 8939
Based in Fareham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2013
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 29 March 2025
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
47
Recent Client Reviews
Jason has received 47 client reviews in the past 12 months; 98% of these have been verified
Verified reviews: 98%
Jason has received 47 client reviews in the past 12 months; 98% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jason has provided information on their typical fees
Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 10 first impressions)
80% of users who are not yet clients had a positive first experience with Jason
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 10 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 29 March 2025
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
47
Recent Client Reviews
Jason has received 47 client reviews in the past 12 months; 98% of these have been verified
Verified reviews: 98%
Jason has received 47 client reviews in the past 12 months; 98% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Jason has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jason has provided information on their typical fees
Jason has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 10 first impressions)
80% of users who are not yet clients had a positive first experience with Jason
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 10 first impressions)
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. I have been shortlisted by the Financial Times Money Management magazine as At Retirement Planner of the Year for 2017 and was the winner of the award in 2018. This is national recognition of the outstanding advice that Sheraton Financial Planning provide in the at-retirement planning sector for clients and was achieved by having to provide real life clients financial plans as well as an extensive interview with industry experts. Outside of work I spend most of my time ferrying my children around on their social engagements. Such fun...
Offers available through VouchedFor
Contact Jason through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jason's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.