Will Mason Cert PFS Cert CII (MP) Profile

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.

Will has vast experience of sourcing and setting up mortgages for people, from straight forward purchases to complicated multi property scenarios for private and professional investors alike Will is a trusted professional.

Wills experience also extends to protection planning whether linked to a property purchase or stand alone cover Will has in depth knowledge of all forms of cover from life assurance to critical illness and how best to set these up.  Part of this service is linked in with Trust planning which ensures tax efficiency and protection for beneficiaries.

Will lives with his young daughter in Shrewsbury. Interests include, cooking, wine and real ale tasting, spending time with family and friends and country walks, travelling the world. Sporting Interests include, swimming, regular time at the gym, water skiing, golf and watching most sports.

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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