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...

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.

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....

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....

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...

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...