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  11. Masons Independent Financial Advisers

Masons Independent Financial Advisers

Independent Financial Adviser  6 St John’s Hill, Shrewsbury, SY1 1JD
First meeting at adviser's own cost
A complete holistic service with your first and second meetings with an experienced adviser FREE and with no obligation. All your questions answered; When can I retire? how much income do I really need? will my funds run out? how can i reduce risk?
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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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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Critical illness
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Income protection insurance
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Life insurance
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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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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 private medical insurance
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Long term care
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Response rating
9.6/10
phone Show number
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FCA authorised
Last authorised 1st August 2022
Meet our advisers
MR Andrew Mason DipFA MLIBF
Director

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

What our clients say
“We have benefitted from your financial advice for the past 15 years. During this time we have been provided with sound financial advice that has seen our investments perform very well indeed”
Mr & Mrs L, Pontesbury, Shropshire
“we received a professional service from the whole team. They took the time to understand our circumstances, which were challenging, and found us a product which ticked all our boxes within our timeframes. We wouldn’t have been able to find such a good deal independently.”
Kevin & Michelle, Shropshire
“people who do such things show they care about the individual rather than look at them as a business deal. I wish you continued success for your business and l will certainly recommend you to family and friends”
James,, Lincolnshire
About us

Wholly independent, we specialise in financial advice for clients leading up to and through retirement.

We take time to fully understand our clients’ objectives and translate these into financial plans which are then supported by a lifetime cash flow forecast and suitable financial products where appropriate.

We have a sound knowledge of the regulated Investment market and advise on suitable strategies whether that be aimed at growth or income. We advise on tax wrappers such as; pensions, ISA’s, offshore bonds, etc. and also have a detailed knowledge of the investment options when it comes to choosing a discretionary fund manager, managed funds or tracker funds as part of an asset allocated portfolio.

Andrew Mason started working for a large US financial services company in 1986 and then a regional UK Independent Financial Adviser firm followed. In 1992 Andrew started his own company. Buying a large IFA practice in 1994 the firm was substantially increased in size and shaped into a modern professional practice. This was recognised, by the firm winning several national awards. The business was most recently restructured in 2012 becoming Masons IFA as you find us today.

Our services

We understand that everyone’s financial situation is different. We listen carefully to what you want to achieve with our help and believe our strength is our ability to offer solution led advice rather than product based sales. After initial advice and planning is put in place we then focus on our ongoing relationship with you ensuring that the solutions remain effective and suitable.

Where to find us
Head office address: 6 St John’s Hill, Shrewsbury, SY1 1JD
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
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.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.6/10
phone Show number
check
FCA authorised
Last authorised 1st August 2022

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