meet the team

Our team have a broad diversity of professional practice and experience, are very well qualified and we all share a sense of putting our clients at the heart of everything we do.

We are client-focused, professional and always try to portray our advice in a way that it relates to your personal circumstances. Our mandate is one of 'plain speaking' - which means that your understanding of the advice being offered is paramount.

We are friendly, enthusiastic and passionate about providing the best service possible.

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    Andrew Mason

    Director

    Andrew is a director and has been a Financial Adviser since 1986. After starting work for a large American financial services company in 1986 and then a regional Independent Financial Adviser firm, Andrew started his own company in 1992. After buying a large IFA practice in 1994 the firm was substantially increased in size and then shaped into a modern professional practice. This was recently...

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    Will Mason

    Mortgage and Protection Adviser

    Will is an adviser specialising in mortgages and insurances both personal and commercial. After travelling around Europe for 3 years Will settled down into a career in financial services in 1994 as a trainee under the supervision of Andrew. Will obtained his full Financial Planning Certificate and Mortgage Advice Qualification by 1998 and is now a member of the Personal Finance Society.

    ...
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    Dennis Mason

    Director

    Dennis Mason, director, is responsible for the general management of the company. He has a lifetime of experience managing medium sized companies in various technical industries.

    His role in Masons Independent Financial Advisers capitalises on his wide experience to ensure the proper management of the company, maintenance of its ethical values, and regular reviews of its performance....

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    Jo Rogers

    Office Manager

    Jo is the Office Manager and oversees the day to day operations of the firm. She has over 20 years experience in financial services working in both banking and insurance sectors. Jo’s early career was as a Branch Manager for a Building Society where she was a qualified adviser on Mortgages, Insurance and Pensions. She has also been Branch Office Manager for two national insurance companies....

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    Trudy Smith

    Mortgage Administrator

    Trudy is  the Mortgage Administrator and has over 8 years of experience in the Financial Services profession and has been with the company since July 2013. Trudy has attained the CII Certificate in Financial Planning (CFP) along with Certificates in Mortgages and Equity Release. Trudy specialises in the administration of Mortgages and related products and services.

    Originally from...

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    Rebecca Lucas

    Consultant

    Rebecca has had a varied career including working as an Independent Financial Adviser (IFA) within a law firm and as an IFA with the British Medical Association. This means she has a range of technical expertise as well as experience of working within different compliance regimes. Rebecca's previous work has not only passed through the strictest of compliance departments but has also stood up...

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Client Testimonials

  • We have always found him to be polite and conscientious and willing to take time to discuss all the relevant points and the merits of each option being considered. We look forward to receiving his advice for many years to come.

    Mr & Mrs L of Shropshire
  • I will continue to recommend you to friends, colleagues and business partners

    Alyson, Shropshire
  • From the outset, we experienced professionalism and - just as importantly - genuine care

    Peter & Sue, Shropshire
  • We look forward to using your services again in the future and will definitely be recommending you

    Grace & Rob, Shropshire
  • 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 of Pontesbury
  • I should also like to thank you for your excellent service and advice - absolutely first class.....

    Mrs L, Shrewsbury
  • the service you provided was faultless. Will get in touch soon

    Gita, Shrewsbury
  • GOLD STAR FOR CUSTOMER SERVICE!

     

    Mrs S, 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
  • We will never forget your kindness and we shall always be grateful

    Mr & Mrs Lewis, 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

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