About us

Meet the Team

Justin Ray

Managing Director

Peter Magee

Director

Ian Kennedy

Financial Advisor

Steve McGettigan

Chairman

Michael O’Dwyer

Financial Advisor

Paul Hawkesworth

Financial Advisor

Roisin McCarthy

Financial Advisor

Declan Faulkner

Financial Advisor

Phil Farrelly

Financial Planner

Les Knott

Financial Planner

Michael Cassidy

Financial Advisor

Claire Olwell

Financial Advisor

Nicola Deering

Head of Adminstration

Martina Short

Paraplanner

Colm Flanagan

Life and Pensions Administrator

Joanne Byrne

Financial Services Administrator

Edita Kelly

Financial Services Administrator

Noelle Browne

Financial Services Administrator

Let’s talk about Mason Wealth Management.

Mason Wealth Management was established in 1996 when a group of highly experienced financial experts got together and created what has become one of Ireland’s most respected expert wealth management consultancies.

Our goal was to make our expertise easily available to our clients, at whatever stage in life they have reached. We knew that by being approachable and impartial we would be successful. And that’s exactly what has happened.

We create and manage financial planning, pensions and investment strategies for our clients. Each plan is different, tailored to each individual’s unique circumstances and flexible enough to change as their lives do. We also help find, compare, set-up and review mortgages for homes, businesses and investments too.

Now, click on the link below, book a call and let’s talk about you.

Book a call here

Our Partners:

We can take care of all of your needs, through one team, under one roof.

Why us?

We’re impartial

We’ll give you impartial advice because we’re not tied to one investment house, bank or insurance company.

We’re experienced

Our senior consultants have decades of experience in all types of financial planning and financial management that delivers great results for our clients.

We’re flexible

We take a holistic view, bringing greater choice and more products to the table, from several sources for maximum flexibility. We’ll then stay with you, advising and guiding you towards your financial goals.

Don’t just take our word for it

“
Paul V
“We have had a fantastic experience with Mason Wealth Management. They show genuine understanding and care for us as their client, not just the wealth that we are investing with them. We constantly feel we are being given the advise that is best for us and the command that the firm shows of our portfolio and its active management is both impressive and very reassuring. I'd recommend them to any personal investor.”

“
Michaela S
“As we're about to start a family, we felt the need to chat to a professional for some advice on how to best manage our finances. The insight and advice we got was far beyond what we could have hoped for! No matter what life stage you're at I've no doubt you'd get immense value from a consultation with Mason Wealth Management.”

“
Jason C
“Mason Wealth Management was recommended to me by my accountant over 15 years ago and I'm still getting advice from them even now. What I liked from the start was that you get impartial advice and you do not feel like they are just trying to sell you products. They are on your side and are your advisors. I would not hesitate to recommend Mason Wealth Management.”

“
David C
“Wanted to get a clear picture of my financial health, and went into the process with Mason Wealth Management with some trepidation. Really positive experience, they did a really great job of making things very clearly to me and came out of the process feeling really good. Would highly recommend.”

“
Peter O
“Mason Wealth Management provide us with really sound financial advice based on a real life understanding of our lifestyle choices. They give us the confidence to live our dreams.”

Trust Built Over the Years

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Years In Service
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Funds Under Management
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Clients

Ready to talk about a financial plan?

Reserve a callback here

Mason Financial Services Ltd t/a Mason Financial Services, Mason Mortgage Brokers, Mason Wealth Management is regulated by the Central Bank of Ireland.

Services

Pages

Contact

Celbridge: 01 902 0001

Cork: 021 475 70 07

Navan: 01 902 0001

[email protected]

Pension Calculator

At Mason Wealth Management we commit to providing you with an excellent and professional level of service. We believe in acting only in the best interests of our clients to ensure that a relationship as important and fundamental as ours is maintained for life.

Assumptions & eligibility used in these illustrative quotes may vary from person to person and year to year. We have produced these quotes in good faith based on practical assumptions and current market conditions, which could vary down the line. Quotes are for illustrative purposes only and are not legally binding. Please contact us to discuss your requirements in more detail with one of our advisers.

Pension Quote Assumptions

This pension calculator is designed to provide you with an indication of the value of your pension fund you may achieve in retirement. Some assumptions used in the calculator are listed below. Quotes are for illustrative purpose only. You should talk to your Advisor for a more detailed information specific to your needs.

The Pension Premium Tax Relief rate assumed

40%

The Net Pension Fund annual growth rate assumed

The Pension Fund allocation rate assumed

100%

Regular Pension Premiums are assumed to remain Level

0% Premium Indexation

Warning:

The value of your investment may go down as well as up.

Warning:

Funds can fall as well as rise, you may get back less than you invest.

Warning:

Past Performance is not a reliable guide to the future performance.

Warning:

You may not have any access to your pension funds until retirement.

Warning:

Pension Premium Tax relief is limited dependant on age & subject to an earnings cap.

Mortgage Calculator

Assumptions & eligibility used in these quotes may vary from person to person and year to year. We have produced these quotes in good faith based on practical assumptions and current market conditions, which could vary down the line. Quotes are for illustrative purposes only and are not legally binding. Please contact us to discuss your requirements in more detail with one of our advisers.

Mortgage Quote Assumptions

This Mortgage and Switch calculators give indicative figures to give you an idea of how much you could save by switching mortgage and how much your potential new monthly repayments might be. The calculations do not constitute a loan offer. The calculations rely on the information supplied by you being accurate and mortgage approval is subject to you completing a full application and of being approved by the actual lender. Lending criteria and terms and conditions apply. You should talk to your Advisor for a more detailed information specific to your needs. The Mortgage switch repayments and calculations assume the rate difference continues for the full term of the loan.

Warning:

If you do not keep up your repayments, you may lose your home.

Warning:

You may have to pay charges if you pay off a fixed-rate loan early.

Warning:

The cost of your monthly repayments may increase.

Warning:

If you do not meet the repayments on your loan, your account will go into arrears. This may affect your credit rating, which may limit your ability to access credit in the future

Pension Calculator

Pension Quote Assumptions

The Pension Premium Tax Relief rate assumed

40%

The Net Pension Fund annual growth rate assumed

The Pension Fund allocation rate assumed

100%

Regular Pension Premiums are assumed to remain Level

0% Premium Indexation

Warning:

The value of your investment may go down as well as up.

Warning:

Funds can fall as well as rise, you may get back less than you invest.

Warning:

Past Performance is not a reliable guide to the future performance.

Warning:

You may not have any access to your pension funds until retirement.

Warning:

Pension Premium Tax relief is limited dependant on age & subject to an earnings cap.

Mortgage Calculator

Mortgage Quote Assumptions

Warning:

If you do not keep up your repayments, you may lose your home.

Warning:

You may have to pay charges if you pay off a fixed-rate loan early.

Warning:

The cost of your monthly repayments may increase.

Warning:

If you do not meet the repayments on your loan, your account will go into arrears. This may affect your credit rating, which may limit your ability to access credit in the future

Pension Calculator

Pension Quote Assumptions

The Pension Premium Tax Relief rate assumed

40%

The Net Pension Fund annual growth rate assumed

The Pension Fund allocation rate assumed

100%

Regular Pension Premiums are assumed to remain Level

0% Premium Indexation

Warning:

The value of your investment may go down as well as up.

Warning:

Funds can fall as well as rise, you may get back less than you invest.

Warning:

Past Performance is not a reliable guide to the future performance.

Warning:

You may not have any access to your pension funds until retirement.

Warning:

Pension Premium Tax relief is limited dependant on age & subject to an earnings cap.

Mortgage Calculator

Mortgage Quote Assumptions

Warning:

If you do not keep up your repayments, you may lose your home.

Warning:

You may have to pay charges if you pay off a fixed-rate loan early.

Warning:

The cost of your monthly repayments may increase.

Warning:

If you do not meet the repayments on your loan, your account will go into arrears. This may affect your credit rating, which may limit your ability to access credit in the future

Pension Calculator

Pension Quote Assumptions

The Pension Premium Tax Relief rate assumed

40%

The Net Pension Fund annual growth rate assumed

The Pension Fund allocation rate assumed

100%

Regular Pension Premiums are assumed to remain Level

0% Premium Indexation

Warning:

The value of your investment may go down as well as up.

Warning:

Funds can fall as well as rise, you may get back less than you invest.

Warning:

Past Performance is not a reliable guide to the future performance.

Warning:

You may not have any access to your pension funds until retirement.

Warning:

Pension Premium Tax relief is limited dependant on age & subject to an earnings cap.

Mortgage Calculator

Mortgage Quote Assumptions

Warning:

If you do not keep up your repayments, you may lose your home.

Warning:

You may have to pay charges if you pay off a fixed-rate loan early.

Warning:

The cost of your monthly repayments may increase.

Warning:

If you do not meet the repayments on your loan, your account will go into arrears. This may affect your credit rating, which may limit your ability to access credit in the future

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