Our Services.

We offer a full range of financial and protection services. See below for some of our most popular.

Pensions and Retirement Planning Advice

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have...

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Savings and Investment Advice

It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added. Saving is perfect...

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Mortgage Advice

A mortgage is a ‘secured’ loan, which means that the loan is secured against the property being purchased until the mortgage is paid off. Sources...

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Welcome to Mason Cole Wealth Management.

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0161 447 9109 or email us at info@masoncolewm.co.uk and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

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Here's how we formulate the plan towards Your Goals.

Many people have goals and dreams, but a goal without a plan is just a wish an achievable goal is a dream with a deadline.

About you

We meet together to discuss your personal circumstances and your current financial situation.

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Your goals & ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

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Analysis

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

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How to get there

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

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Implement the plan

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

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Review the plan & progress updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

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Our Main Services.

  • Pensions and Retirement Planning Advice

  • Savings and Investment Advice

  • Mortgage Advice

  • Wealth Management Advice

  • Protection

  • Equity Release

  • Business Protection

  • Financial Planning

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or call us
0161 447 9109
 

We are proud to be a founding member of one of the UK's top-ranked financial advice networks. Learn more about Quilter Group >

                                          

0161 447 9109
Lester House 21 ,
Broad Street ,
Bury BL9 0DA.

info@masoncolewm.co.uk