PHIL FARRELLY
Managing Director
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CALL US TO TALK ABOUT YOUR FINANCES TODAY.
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
LES KNOTT
Director
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MARTINA SHORTT
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Our Services
BUSINESS ADVICE
We pride ourselves on offering business owners advice that is enlightening and guarantees that they’re put in control.
RETIREMENT PLANNING
Retirement planning can be difficult. We aim to minimise the complexity and design a plan to create the lifestyle you desire.
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.