Mason Cole Wealth Management Limited

Restricted - Whole of Market  Lester House,, Bury, Greater Manchester, BL9 0DA
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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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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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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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR 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.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

MS 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 Plc 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, BL9 0DA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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
7.0/10
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FCA authorised
Last authorised 13th September 2021

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