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.