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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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Our Partners:

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

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

Paul V

We have had a fantastic experience with Mason Wealth Management. They show genuine understanding and care for us as their client, not just the wealth that we are investing with them. We constantly feel we are being given the advise that is best for us and the command that the firm shows of our portfolio and its active management is both impressive and very reassuring. I'd recommend them to any personal investor.

Joan H

As someone who had zero knowledge on pensions, where to start, what to invest in and what financial advice to seek, I have been superbly guided and educated on my pension and investments by Justin for the past 5/6 years.

Michaela S

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. The insight and advice we got was far beyond what we could have hoped for! No matter what life stage you're at I've no doubt you'd get immense value from a consultation with Mason Wealth Management.

Jason C

Mason Wealth Management was recommended to me by my accountant over 15 years ago and I'm still getting advice from them even now. What I liked from the start was that you get impartial advice and you do not feel like they are just trying to sell you products. They are on your side and are your advisors. I would not hesitate to recommend Mason Wealth Management.

David C

Wanted to get a clear picture of my financial health, and went into the process with Mason Wealth Management with some trepidation. Really positive experience, they did a really great job of making things very clearly to me and came out of the process feeling really good. Would highly recommend.

Peter O

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.

Ready to make a financial plan?

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