Masons Independent Financial Advisers

Financial Advisor in Shrewsbury, Shropshire · More financial advisors in Shrewsbury SY1 1JD

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About the Business

Our long-established firm was reorganised in 2012 and provides financial planning and investment management services to private, corporate and trustee clients. We also work closely with other professional firms, so as to be able to offer clients a holistic "trusted adviser" service. As a firm, we are categorised by the Financial Conduct Authority as Independent Financial Advisers, having met specific criteria relating to professionalism and capability through qualifications and regulatory authorisation.

We are fee-based and independent of any external influence, which means that our advice is conflict-free and provides access to the whole of the relevant universe of financial solutions, enabling us to focus on what is right for our clients, whether or not this might involve any financial product or investment.

Services covered

Investment Advice Retirement Planning Tax Planning Wealth Management Estate Planning Insurance Advice Mortgage Advice Debt Management Corporate Financial Planning Savings Plans