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    Managing our clients wealth

Wealth Management

Good planning for better results.

Let’s put together a plan that’s built around you, your assets and your plans for the future.

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Call us: (01) 902 00 01
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Our Partners:

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

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Wealth Management

Comprehensive Wealth Management Solutions

You have worked hard to accumulate your wealth or build up your business, but you don’t have to work nearly so hard to protect it. You just need to talk to Mason Wealth Management. We will help assess your current position and project where you are likely to be over the coming years. Together we can make sure you’re on the right track and put together a plan that’s built around you, your assets and your plans for the future in the most efficient way possible. We advise families, business owners, executives as well as some of Ireland’s most successful entrepreneurs on their financial management strategies. We’re ready to do the same for you.

Call us. Ask us about wealth management, and see for yourself.

Why Choose Us for Wealth Management?

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

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Kyriaki Kreatsoula

“Excellent service, communication and support. I highly recommend this company.”

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Eimear Brennan

“I have had an amazing experience with Mason Wealth as mortgage brokers. From the very start, their guidance, support, and expertise have been exceptional. They have consistently provided clear, insightful advice. Their commitment to service is unparalleled—their response time is incredibly fast, making me feel like a priority every step of the way. If you’re looking for financial advisors who genuinely care, are knowledgeable, and truly go above and beyond, look no further than Mason Wealth. 10/10 Highly recommended!”

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Tony Kelly

“Just had my annual review recently. As usual, the advice given to me was extremely comprehensive and presented with total clarity. Mason's is a highly recommended wealth management company.”

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Julie Blakeney

“I’ve worked with Ian and the very helpful team at Mason Wealth for years. They have assisted us with our mortgage and various insurance policies. They are complete experts and very professional and knowledgeable. They make the process easy and efficient. I have recommended them to multiple friends and family. I can’t rate them highly enough.”

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Thomas Dunning

“The attention, care, good humour, and responsiveness received from the team at Mason Wealth Management has been exemplary! I was so confused and nervous about how to deal with some aspects of getting my first mortgage and the accompanying requirements, but I was instantly put at ease as we walked through the process together. I never felt that my questions, calls, and emails were a problem. I always felt welcomed and supported. What a great service!”

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Henry A

“I would highly recommend the whole team at Mason Wealth for anyone needing a mortgage broker and/or financial guidance. 5-star rating well deserved. They are highly responsive and knowledgeable about both, and we are delighted with the work Peter, Justin, and the whole team have done for us. Thanks all!”

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Annemarie Flannery

“We could not be more grateful for the advice and help we received from Mason Wealth Management during a time in our lives which was a complete minefield to us. Such comfort in knowing that they are...”

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Sinead Whelan

“From our first meeting with Justin we knew that we were in safe hands. As first-time buyers, we had no experience of dealing with the process of getting a mortgage or buying a house. Justin explained in plain and simple terms what is involved in getting a mortgage and the steps we needed to follow. He was on hand at every step of the process with advice and guidance which was invaluable to us. We would not have secured our dream home without the help of Justin and Mason Wealth. We would highly recommend them to anyone.”

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Emilia Lugo

“Excellent service. Michael took care of our mortgage application and helped us along all the way, until the funds were released and we got our keys. He went above and beyond to help us, and was always available if we had questions. His excellent work gave us the peace of mind to focus on finding our house, because we knew the process with the bank was going well. Thanks Michael and Nicola for all your kindness and hard work.”

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Conor Cunningham

“I can’t speak highly enough about Michael and the team at Mason Wealth Management. Buying a house is a really stressful time and Michael went above and beyond to get life cover sorted, get us a great mortgage rate, they got questions from solicitors cleared up and worked with the bank to get funds issued. Thanks folks. We really appreciate it.”

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Navdeep Sharma

“Choosing Mason Wealth Management was the best decision I made during my mortgage process. From start to finish, Ian and his team made dealing with multiple banks and the complexities of the process seamless. They were excellent communicators, keeping me informed every step of the way and always acting in my best interest. I highly recommend Mason Wealth Management for anyone looking for professional and reliable mortgage assistance.”

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Michaela Simpson

“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 (pensions, investments, mortgage, savings etc.) The insight and advice we got from Les was far beyond what we could have hoped for! We came away with clear actions we can take today that will enable us to maintain the lifestyle we want now and in the future. Highly recommended!”

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Mike Mckenna

“Responsiveness, Quality, Professionalism, Value.”

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Tania Caswell

“Extremely professional service, found my experience first class, and all questions answered. Would highly recommend.”

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Peter O'Neill

“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.”

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Ronnie Simpson

“Mason helps to take the worry and work out of managing and preserving your wealth. They provide valuable, transparent and trusted advice. Highly recommended.”

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Suzanne Farrelly

“Strongly recommend Mason Wealth Management. True experts who are very knowledgeable on all aspects of wealth management and financial planning. Don't hesitate in giving them a call.”

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Trust Built Over the Years

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

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Contact Us

Dublin: 01 902 0001
Celbridge: 01 902 0001
Cork: 021 475 70 07
Navan: 01 902 0001
[email protected]