At Masons, we like to do things differently. We are a family business who put you and your family first.
Founded with a vision to deliver comprehensive financial solutions, Masons has grown and evolved significantly over the years. We are a family business based in Shrewsbury. In 2012, our firm underwent a significant re-organisation to better serve our clients, adapting to the changing landscape of financial services. This transformation allowed us to enhance our offerings and solidify our position as a leading provider of financial planning and investment management.
As a firm, Masons is categorised by the Financial Conduct Authority as Independent Financial Advisers. This designation reflects our commitment to professionalism and capability, demonstrated through rigorous qualifications and regulatory authorisation. Additionally, we are accredited by the Institute of Financial Services and proudly listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society. You can find more information at www.sifa-directory.info.
Our advisors are highly qualified and have years of experience helping clients to better plan their financial futures. We are proud of the qualifications our local team hold, which include:
Institute of Financial Services Diploma, Chartered Insurance Institute Certificate in Equity Release, Chartered Insurance Institute Financial Planning Certificate. STEP certificate in financial services, Chartered Financial Planner status.
At Masons, our client-first approach is at the core of everything we do. Our team, diverse in professional practice and experience, is highly qualified and united by a shared commitment to prioritising our clients’ needs. We believe in delivering client-focused, professional advice that is tailored to each individual’s personal circumstances. Our mandate is one of ‘plain speaking,’ ensuring that you fully understand the advice we offer and feel confident in your financial decisions.
We are more than just advisors; we are friendly, enthusiastic partners dedicated to helping you achieve your financial goals. Our passion for providing the best possible service drives us to build genuine relationships with our clients, offering clear, straightforward guidance in an often complex financial landscape. At Masons, your understanding and satisfaction are paramount, and we strive to make financial planning a transparent and empowering experience for you.
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.