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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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John Dashfield

“Les Knott and Phil Farrelly have built one of the leading wealth management businesses in Ireland, showing the deepest level of care for their clients. They are highly professional and truly dedicated to helping their clients achieve their financial goals. I do not hesitate to recommend them for all your wealth management needs.”

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Peter O'Neill

“Mason Wealth Management provides sound financial advice based on a real understanding of our lifestyle choices. Their insights and guidance give us the confidence to pursue our dreams and live the life we want. I’m grateful for their expertise and commitment to helping us navigate our financial journey.”

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Suzanne Farrelly

“I strongly recommend Mason Wealth Management. They are true experts who are very knowledgeable about all aspects of wealth management and financial planning. Their professionalism and client-focused approach make them a top choice. Don’t hesitate to reach out to them for your financial needs!”

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Ronnie Simpson

“Mason Wealth Management helps take the worry and work out of managing and preserving your wealth. They provide valuable, transparent, and trusted advice tailored to your financial situation. I highly recommend their services to anyone looking for expert guidance in wealth management!”

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Paul Varian

“We had a fantastic experience with Mason Wealth Management. They genuinely understand and care for us as clients, not just our investments. We constantly feel we’re receiving advice that is best for us. Their command of our portfolio and its active management is impressive and very reassuring. Highly recommended!”

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Kieran O ' Connell

“Les was the first financial planner to create a proper long-term financial plan for me, offering great clarity and reassurance about my financial situation. I happily recommend him and also appreciate the efficient help provided by Martina. They make the process smooth and understandable.”

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Ailish Walsh

“Massive thanks to Michael and Nicola for their exceptional financial assistance. I would highly recommend them to all my friends and family. They offer a wealth of important information and wise advice, always responding quickly to any questions or concerns we had throughout the process.”

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Paul Mooney

“I highly recommend Mason Wealth Management. From start to finish, their advisor Roisin was a delight to engage with. As a first-time homebuyer, I had many questions, and Roisin took the time to explain everything in an easy-to-understand way. She was always available and kept me updated every step of the way!”

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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.

Services

Wealth Management
Mortgages
Pensions
Investments
Protection

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About us
Contact

Contact Us

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