Mason Financial Services Ltd t/a Mason Wealth Management is committed to protecting and respecting your privacy. We wish to be transparent on how we process your data and show you that we are accountable with the GDPR in relation to not only processing your data but ensuring you understand your rights as a client. Click here to learn about our Terms of Business and fill in a client acknowledgement form or scroll down to learn more.

It is the intention of this privacy statement to explain to you the information practices of Mason Wealth Management in relation to the information we collect about you.

For the purposes of the GDPR the data controller is:

  • Mason Financial Services Ltd t/a Mason Wealth Management
  • 73 Leeson Street, Dublin 2. Phone  (01) 498 4960 Email:
  • When we refer to ‘we’ it is Mason Financial Services Ltd/Mason Wealth Management

Please read this Statement carefully as this sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.

Who are we?

*Mason Financial Services Limited t/a Mason Wealth Management has been trading for last 21 years and is authorised by the Central Bank of Ireland.

*We are a client centred business who puts the interests of our clients first at all times.

*Established reputation in the market.

*A summary of our main activities would include but is not limited to the following:

*Financial Planning, Pensions and Retirement Advice, Life Assurance and Business Assurance, Investment advice and mortgages.

Our GDPR Owner and data protection representatives can be contacted directly here:

*Mr Phil Farrelly


*Phone number: 01 4984960

Purpose for processing your data

As set out in our Terms of Business the data which you provide to us will be held on a computer database and paper files for the purpose of arranging transactions on your behalf and in order to provide the highest standard of service to you. The data will be processed only in ways compatible with the purposes for which it was given. We may need to collect sensitive personal information relating to you or anyone to be named on your policy or residing in your household to process your application. It is your responsibility to ensure that you have obtained the permission of that person to allow us to process their sensitive personal data as part of your application and to explain our Data Protection policy to them.

We may share with insurance service providers’ information we hold about you and your claims history. Our product producers may subscribe to Insurance industry databases for fraud prevention purposes. We may also use your information for the purpose of complying with regulatory or legislative requirements, offering renewals, for research/statistical analysis and crime prevention. There may also be requirements to contact you by Email, Post, Phone, SMS Text for the purposes of discussing terms of an existing policy with us or any other query directly relating to an existing policy with us. When you request a quote from us, you may receive a phone call or text message and/or email in relation to that quote.

We would also like to keep you informed about new or existing insurance, investment products or special offers, and any other insurance related services provided by us which we think may be of interest to you.

Why we are processing your data? Our legal basis.

In order for us to provide you with the service and the insurance products that you require, Mason Wealth Management need to collect your personal data.  Mason Wealth Management offers broad based advice in relation to all classes of life assurance products (whole of life, term cover, serious illness, pensions, savings investments) and mortgages based on a fair analysis of the market available.  The Company in addition transmits orders on behalf of consumers’ to insurance undertakings and product producers.

Our reason (lawful reason) for processing your data under the GDPR is:

  • Legal basis -Mason Financial Services Ltd t/a Mason Wealth Management needs to process your data as this is necessary in relation to a contract of insurance to which the individual has entered into or because the individual has asked for something to be done so they can enter into a contract.

In any event Mason Financial Services Ltd t/a Mason Wealth Management are committed to ensuring that the information we collect and use is appropriate for this purpose and does not constitute an invasion of your privacy.

How will Mason Financial Services Ltd t/a Mason Wealth Management use the personal data it collects about me?

Mason Financial Services Ltd t/a Mason Wealth Management will process (collect, store and use) the information you provide in a manner compatible with the EU’s General Data Protection Regulation (GDPR). We will endeavour to keep your information accurate and up to date, and not keep it for longer than is necessary.

What is a cookie?

A cookie is a small file which is placed on your computer, just like an image or a web page file. The difference with a cookie is that it contains information which allows a website to identify you as you click from one page to the next, or when you return to the website. It can also be used to allow personalisation of a website.

The cookies used and the information held within them have no personal information and cannot be used to identify you as a person. For this reason, we consider our cookies to be completely non-intrusive.

You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website and could prevent you from completing some purchases through our site.

We may partner with or receive services from third parties which you can visit from our website. We may also embed external content and features from such third parties within our website (e.g. social media appear on networks these such sites as and Linked are not In, Facebook responsible and for the Twitter). practices We do not employed control by. the websites content linked or to links or from our Site. In addition, these sites or services, including their content and links, may be constantly changing. These sites and services may have their own privacy policies and customer service policies. Browsing and interaction on any other website, including websites which have a link to our Site, is subject to that website’s own terms and policies.

Cookie Policy

The cookies we use do not contain any sensitive information such as your name, address or any payment details. Sensitive information which you choose to provide to us as part of the quotation process is stored securely and is not collected in the form of a cookie. Only information which is relevant to your visit to our website is stored in the form of a cookie, for example if you have visited our site previously.

We use Google Analytics cookie (_ga _gid gwcc) to help us understand how our customers interact with our website and we use this information to continue to improve the user friendliness of our website.

Types of Cookies

Necessary cookies: These are used to manage your website visit, they provide features such as encryption for data and user login plus e-commerce shopping cart choices.

Analytical cookies: These cookies track user statistical visit data such as country, browser type and pages visited.

Targeting cookies: These cookies remember which features or Ads you were presented with and can display the same or related content to provide you with a content that may be of more interest to you.

Functionality cookies: These cookies allow your browser to operate more effectively i.e. your language choice or menu preferences. They can also be used to provide services you request, such as viewing videos or social media integration.

Disabling cookies if you wish to All browsers have the ability to restrict or completely disallow cookies.

You may find your internet experience is disrupted if you do this, but it is entirely within your control. If you wish to change your cookie settings, the following website provides useful information:

Special Categories of personal data

If we collect any special categories of personal data (e.g. health, religious beliefs, racial, ethnic origin – financial information is not classified as special categories of personal data) – we will ensure the below

  • we will obtain your explicit consent

Who are we sharing your data with?

We may pass your personal data on to third-party service providers contracted to Mason Financial Services Ltd t/a Mason Wealth Management in the course of dealing with you. Any third parties that we may share your data with are obliged to keep your details securely, and to use them only to fulfil the service they provide on your behalf. When they no longer need your data to fulfil this service, they will dispose of the details in line with Mason Financial Services Ltd t/a Mason Wealth Management procedures.

If we wish to pass your sensitive personal data onto a third party we will only do so once we have obtained your explicit consent, unless we are legally required to do otherwise.

The third parties that we pass your personal data to are:

  • Insurers & Product Providers with who we hold a letter of appointment
  • third-party service providers contracted to Mason Financial Services Ltd t/a Mason Wealth Management
  • Insurance industry databases for fraud prevention purposes.
  • Regulatory or legislative bodies

We have issued all our third-party processors with a Data Processor checklist asking them GDPR specific questions

If we transfer personal data to a third party or outside the EU we as the data controller will ensure the recipient (processor or another controller) has provided the appropriate safeguards and on condition that enforceable data subject rights and effective legal remedies for you, the data subject, are available.

Data Subjects Rights:

Mason Financial Services Ltd t/a Mason Wealth Management facilitate you, our clients, rights in line with our data protection policy and the subject access request procedure. This is available on request.

  • Right of access – you have the right to request a copy of the information that we hold about you.
  • Right of rectification – you have a right to correct data that we hold about you that is inaccurate or incomplete.
  • Right to be forgotten – in certain circumstances you can ask for the data we hold about you to be erased from our records.
  • Right to restriction of processing – where certain conditions apply to have a right to restrict the processing.
  • Right of portability – you have the right to have the data we hold about you transferred to another organisation.
  • Right to object – you have the right to object to certain types of processing such as direct marketing.
  • Right to object to automated processing, including profiling – you also have the right to be subject to the legal effects of automated processing or profiling.
  • Right to judicial review: in the event that Mason Wealth Management refuses your request under rights of access, we will provide you with a reason as to why.

All of the above requests will be forwarded on should there be a third party involved as we have indicated in the processing of your personal data.

Retention of your personal data

Data will not be held for longer than is necessary for the purpose(s) for which they were obtained. Mason Financial Services Ltd t/a Mason Wealth Management will process personal data in accordance with our retention schedule. This retention schedule has been governed by our regulatory body (Central Bank of Ireland) and our internal governance.


In the event that you wish to make a complaint about how your personal data is being processed by   Mason Financial Services Ltd t/a Mason Wealth Management or how your complaint has been handled, you have the right to lodge a complaint directly with the supervisory authority and Mason Financial Services Ltd t/a Mason Wealth Management representatives GDPR Owner.

Failure to provide further information

If we are collecting your data for a contract and you cannot provide this data the consequences of this could mean the contract cannot be completed or details are incorrect.

Profiling – automatic decision making

We do not use automated decision making tools, however we will use attitude to risk questionnaires to understand your attitude to risk in respect of Investment products that you may wish to avail of.

If we were ever to use automatic decision making we would advise you accordingly.

Profiling in respect of Financial and mortgage advisors using profiling in their business.  The main categories are

  • Risk Profiling

To establish a customer’s attitude to investment risk (relates to pensions and investments) advisors have automated calculators which calculate the customers attitude to various levels of risk having answered a series of questions.

Additional Processing

If we intend to further process your personal data for a purpose other than for which the data was collected, we will provide this information prior to processing this data.

Privacy policy statement changes

Mason Financial Services Ltd t/a Mason Wealth Management may change this privacy policy from time to time. When such a change is made, we will post a revised version online. Changes will be effective from the point at which they are posted. It is your responsibility to review this privacy policy periodically so you’re aware of any changes. By using our services, you agree to this privacy policy.

Contact Us

Your privacy is important to us. If you have any comments or questions regarding this statement, please contact us on Phone: (01) 498 4960 Email: