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
Wholly independent, we specialize in financial advice for private, business and trustee clients.
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 recognized, by the firm winning several national awards. The business was most recently restructured in 2012 becoming Masons IFA as you find us today.
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.
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