Andrew Mason DipFA MIFS Profile

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 recognised, by the firm winning several national awards.

Andrew specialises in; financial advice for private, personal injury and trustee clients. He has a high level of experienced and is qualified, having obtained the full Financial Planning Certificate (FPC), the Diploma for Financial Advisers (DipFA) and holds a current Statement of Professional Standing (SPS) Andrew is also a member of SIFA which is accredited by the Law Society.

Part of Andrews’s expertise is understanding client objectives and translating them into financial plans which are then backed by a lifetime cashflow forecast and suitable financial products where appropriate.

Andrew has a sound knowledge of the regulated Investment market and can advise on suitable strategies whether that be aimed at growth or income. Andrew advises on tax wrappers such as; pensions, ISA’s, offshore bonds, etc and also has 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 lives in south Shropshire with his family. Interests include; spending time with family and friends, walks, cooking clay oven pizzas, learning blues guitar.  Sports interests include; rowing, Pool, and ski touring.

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


    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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