Mason Cole Wealth Management Limited

Restricted - Whole of Market  Lester House,, Harrow, Greater london, HA3 5PS
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
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Buy my next home
check
Buy to let
check
Buying first home
check
Next home / Remortgaging
check
Wealth management
check
Investing for income
Response rating
7.0/10
check
FCA authorised
Last authorised 10th August 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 Services Ltd Network who are wholly owned by Quilter Investors a FTSE 250 company.

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
  • mouse
    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.

Response rating
7.0/10
check
FCA authorised
Last authorised 10th August 2020

Similar advisers near you

Independent Financial Adviser 0.46 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.68 mi
We make no compromise and use our expertise to help create, preserve and manage your wealth.
 
Independent Financial Adviser 1.13 mi
OUR MISSION To ensure the families we serve live without money worries and are set for life. Maven Money Podcast
 
Independent Financial Adviser 1.29 mi
We help clients make smart decisions about their money helping you become organised, in control & confident for the future. Veronica is an accredited SOLLA member and Chartered Financial Planner.