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About Us

Started in February 2009 currently with a lone Director with the grand title of Principal.

Mark R Mason BEd(Hons) DipPFS
With some 19 years experience in a variety of advisory roles, I have become increasingly disillusioned with the management of advisory businesses. Convinced that there is a better way yet unable to find it in the area. So, I decided to put my money where my mouth is, Get on and do it before I'm too old.

In case your interested I'm a family man with one wife, one son, and one Beagle. Also in case your interested BEd(Hons) is a Teaching Degree in Business and Finance. DipPFS means Diploma of the Personal Financial Society. By no means the end of the qualifications journey it is a significant milestone.
 
Related Documents
 Company Pensions
 Pensions Simplification
 Personal Pensions
 SIPP
 Sophisticated Risk Profiling
 Investment options 1
 Investment options 2
 Investment Assets
 Savings & Investments
 Investing and Risk
 Property Investment Funds

 
Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales No. 6692250. Registered Office: Irish Square, Upper Denbigh Road, St Asaph, Denbighshire

FSA Firm Number: 490147
 

Irish Square, Upper Denbigh Road, St Asaph, Denbighshire