Daniel Mason Email & Phone Number

I have over 20 years experience of advising and looking after the investment portfolios of individuals, families and trusts. I also work closely with solicitor firms and I am a trustee on several trusts as well as being an executor.At Church House Investment, we make sure our funds are managed with low volatility and protection from downside risk - our managers view and manage risk in absolute terms, believing the only risk that matters is the risk of losing one's capital. We manage six UK regulated funds and a private client discretionary management service.I am a Member of the Chartered Insurance Institute, have a Diploma in Financial Planning and I am a Chartered Member of the Chartered Institute for Securities and Investment (MCSI). I am also a Member of STEP.If you are looking for investment management advice, please get in contact: d.mason@church-house.co.uk or 01935 382637.

Listed skills include Pension Funds, Investments, Investment Management, Wealth Management, and 4 others.

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  Client Director

  Church House Investment Management

  Sep 2006 - Present - Mayfair, London And Sherborne, Dorset.

  Church House Investment Management (Church House) is a private investment management company. We offer investment management services for private individuals and family groups, including their ISAs, pension funds, trusts and charitable foundations. We also manage investments for institutions such as pension funds, friendly societies and charities. In pursuit of our clients' investment objectives we also manage a number of authorised collective investment schemes. We are an independent company. The directors and senior staff hold a controlling interest in the company's equity share capital. The Cayzer Trust Company also own around one fifth of the equity. Our directors and senior staff have considerable experience in financial markets and the management of investment portfolios and funds.We have offices in Mayfair, London and Sherborne in the West Country Church House Investment Management is the trading name of Church House Investments Limited, which is authorised and regulated by the Financial Conduct Authority.