Mason Cole Wealth Management Limited

Restricted - Whole of Market  Lester House,, Warrington, Cheshire, WA4 6HL
First meeting at adviser's own cost
We specialise in providing advice to clients who are deferred members of Final Salary or Defined Benefit pension schemes
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Buy my next home
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Buy to let
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Buying first home
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Next home / Remortgaging
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Wealth management
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Investing for income
Response rating
10/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Daniel Smethurst
Financial Adviser

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.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Samantha Hayes
Financial Adviser

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

About us

We offer help and guidance on all types of new and existing pensions, with an emphasis on providing advice to clients who are deferred members of Final Salary or Defined Benefit pension schemes.

We understand and appreciate that making important financial decisions can confusing and therefore our philosophy is to work closely with our clients throughout the advice process,. We provide professional, friendly advice and guidance to help our clients fulfil their financial aims and ambitions, whatever they maybe.

We are pleased to be part of the Quilter Financial Planning Network who are wholly owned by Quilter Investors a FTSE 250 company.

Transferring out of an occupational pension scheme is unlikely to be suitable for the majority of people.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people

Our services

We offer help and guidance on all types of new and existing pensions, with an emphasis on providing advice to clients who are deferred members of Final Salary or Defined Benefit pension schemes.

Where to find us
Head office address: Lester House,, 21 Broad Street, Bury, Greater Manchester, BL9 0DA
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
10/10
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FCA authorised
Last authorised 21st September 2020

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