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ABOUT MASON WEALTH MANAGEMENT

Established in 1998, Mason Wealth Management is a strong and successful financial planning, pensions and investment consultancy. We develop plans and structures that aim to meet our customers' financial goals. Your plan will be tailored to meet your specific needs and requirements in line with our core value to put you first. We regularly review your plan with you to ensure that it is meeting your changing requirements and continuing to deliver your goals.

Meet The Team

PHIL FARRELLY

Managing Director

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A Certified Financial Planner helping people to make good decisions to ensure that they achieve their goal of financial independence.

I try to make sense of the complex world of pensions, investments and personal finance.
I show people the fundamentals for financial success and highlight the typical investment mistakes and how to avoid them.
Good investment performance is achieved by good behaviour’s – not by market timing or picking the latest ‘red hot stocks’ .

I show people a simple investment process – that works.

LES KNOTT

Director

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I believe that life is for living and it is not a rehearsal.
It is my priority to create financial security and peace of mind for you and your family.

I accomplish this by providing you with easy to understand financial planning advice and a high level of customer service that will exceed your expectations, which is why so many of my clients refer me.

Investors benefit greatly from my unique approach to managing their wealth because it helps address their current financial needs and to achieve their long-term goals.

MARTINA SHORTT

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Working closly with Les and Phil as a Paraplanner to provide clients with a professional and seamless ongoing Financial Planning experience

Our Services

Business Owners Ireland

BUSINESS ADVICE

We pride ourselves on offering business owners advice that is enlightening and guarantees that they’re put in control.

Coming Up To Retirement

RETIREMENT PLANNING

Retirement planning can be difficult. We aim to minimise the complexity and design a plan to create the lifestyle you desire.

retirement Dublin

RETIREMENT ADVICE

If you're anxious about being retired, we will help you identify what you want over the next 15 to 20 years and devise a strategy to ensure you get it.