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MASON WEALTH MANAGEMENT BLOG

Questions Ask Financial Dublin

admin, May 10, 2017

Q1

Are you truly independent and do you deal with all insurance companies or are you restricted to a small number of companies? Are you an ‘authorised adviser’ or a restricted activity intermediary?

Q2

Are you prepared to transact business on a nil commission basis to ensure that I receive truly independent and ‘best’ advice? I appreciate that I will have to pay you a fee.

Q3

Are you a CFP – Certified Financial Planner or an SIA – Specialist Investment Advisor?

Q4

Q1 Are you truly independent and do you deal with all insurance companies or are you restricted to a small number of companies? Are you an ‘authorised adviser’ or...

Financial Advice Dublin

Q1

Experience – we are around for a long time. The main principals at Mason Financial Services have over 70 years experience between them. We have been quite successful over the years and intend being around for many years to come.

Q2

We have a very good reputation and in that regard have been finalists 3 years in a row in the prestigious ‘life and pension broker of the year’ awards

Q3

We put our clients interest first. We recognise that without our clients we have nothing. Our clients welfare will always come first

Q4

We treat all our clients with respect and ensure they receive ‘best advice ‘ at all times

Q5

Knowledge is power – we ensure that we are kept up to date with all changes in the industry. In this regard we all participate in continuous professional development to ensure that any advice given is correct and accurate. We also meet up with investment analyist’s on a daily basis. these are the people who actually make decisions about stock selection etc – we have instant access to these very important people. this has huge…

Q1 Experience – we are around for a long time. The main principals at Mason Financial Services have over 70 years experience between them. We have been quite successful...