David Mason Email & Phone Number

As owner of David Mason Financial Planning, a Senior Partner Practice of St. James's Place, the team and I are focused on delivering a caring, proactive, and personalised financial planning service. We aim to develop a close working relationship that guides you through the complexities and jargon traditionally associated with the financial world.From the start of 2024, I have stepped into a supervisory role within the Practice. This new role compliments the start of my gradual phase into retirement, following a hugely successful and fulfilling career spanning over 20 years. I will remain ever present within the Practice, alongside our growing team of Advisers and Support Staff. After an initial fact finding meeting with our Advisers, which is totally without obligation, clients are asked challenging and thought provoking questions about their future life choices. It is really important that prospective new clients establish, to their own satisfaction, that our Practice may help them grow their financial wealth and achieve their goals. In follow-up meetings and client reviews, my Team frequently use Voyant financial modeling software – this clever piece of kit interrogates a financial life plan with numerous 'what if ' scenarios, resulting in an intelligent but simplified creative response to complicated financial planning strategies. This gives our Practice clients clarity to make informed and considered decisions about their future such as "Will I have enough money to live on in my retirement years?"My Practice works solely on a personal recommendation basis which provides Practice clients with confidence and reassurance from the outset.The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorized and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved xx/xx/xxxx

Listed skills include Inheritance Tax Planning, Wealth Management, Strategic Financial Planning, Business Planning, and 17 others.