I provide lifestyle financial planning, financial advice and wealth management advice to individuals, families and businesses to help them achieve their financial goals. With over 25 years of experience in financial services, my service is tailored to meet all your personal and/or business objectives.
I am a Financial Adviser in Leigh-on-Sea with an office in London too enabling me to provide face-to-face meetings in Essex, London and all neighbouring counties.
Mason Wealth Management was established by myself when I accepted an invitation to join St. James's Place who are regarded as one of the leading wealth management organisations in the UK.
In doing so, I now offer bespoke face-to-face advice to help my clients achieve financial goals for themselves, their families and their businesses.
My emphasis is on maintaining long term relationships and to provide my clients with a source of trusted advice, whether their priority is to:
With access to an office in London and my office Leigh-on-Sea in Essex, I am able to provide advice to clients across London and the neighbouring counties.
With a wealth of experience, I have developed an uncomplicated, friendly and structured approach which allows me to help clients achieve their lifestyle objectives through realistic financial planning and guaranteed advice. Based in Leigh-on-Sea in Essex, a number of my local clients live in the vicinity of Chalkwell, Southend, Thorpe Bay and Shoeburyness. However, I also have an office in Lombard Street in London allowing me to provide my service in the City and surrounding counties.
Details of my career, experience and client testimonials are also available on my Linkedin profile.
Outside of work I’m a keen kitesurfer and if the wind isn’t blowing you’ll find me paddle boarding instead. Be warned, if you have time to spare I’ll tell you some great stories about my Global Challenge round-the-world yacht race experience too!
My clients financial future begins with an initial, no obligation, consultation meeting. Should you require more information and/or wish to arrange a meeting, please contact me at your convenience and I will gladly assist.
Your home may be repossessed if you do not keep up repayments on your mortgage.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 03/02/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.