What we do

 

 

By understanding clients objectives and goals, we look to create bespoke ideas and options. This tailored advice is integral in order to treat all clients fairly. Indeed this personalisation, transparency and honesty are essential to building an open and successful working relationship.

 

We work with City-based professionals, particularly in banking, law, consultancy, technology and the media. We provide a fully client-focused approach, listening to and identifying the keys areas where value can be added. Prospective clients are offered an initial meeting without fee or obligation to discuss their circumstances and ascertain common ground. 

 

Tailored solutions

 

 

Mason Financial Management is fully independent. This is fundamental when satisfying our philosophy to provide clients with bespoke advice in relation to their personal financial circumstances. Being independent means that we are not tied, nor associated with a network or other financial institution.

 

Areas we can help with

 

 

• ISAs, unit trusts and OEICs.

• Personal pensions, SIPPs, GPPs.

• Tax-efficient planning including VCTs, EISs, SEISs.

• Inheritance tax planning.

• Family protection.

• Life cover, income protection, critical illness cover.

• Portfolio and policy reviews.

• Financial planning and forecasting.

• Structured Products (deposit and investment-based options).​