Mason Cole Wealth Management Limited

Restricted - Whole of Market  Lester House,, Bury, Greater Manchester, BL9 0DA
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FCA authorised
Last authorised 14th June 2021
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
Meet our advisers
MS Samantha Hayes
Financial Adviser
MR Daniel Smethurst
Financial Adviser
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.

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)
  • icons
    Face to face
Compliance

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

Lester House,, 21 Broad Street, Bury, Greater Manchester, BL9 0DA

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