Our philosophy is all about you, the client, at Mason Cole Wealth Management Ltd we passionately believe in providing bespoke advice to meet the needs of the individual, whether you want to grow, preserve or transfer your wealth, we can help you every step of the way.
We pride ourselves on providing easy to understand face to face advice to help you achieve your financial goals whatever they may be.
Our aim is to provide you with peace of mind at every step of your financial journey, with the convenience of having all your wealth needs taken care of under one roof.
We also benefit from the support of the Quilter Financial Planning network, Quilter Financial Planning work along us as an Investment and Wealth Management provider and as a member of the Quilter Financial Planning network – one of the UK's top financial advice networks as recognised by the Financial Times' FTAdviser. We are able to leverage the size and scale of the network of trusted advisers to bring our clients exclusive products not found elsewhere in the marketplace.
Quilter has over 3,000 employees look after customers and their investments with the aim of building prosperity for today and tomorrow and manages £100 billion+ in investments on behalf of hundreds of thousands of customers.
Figures correct as at March 2023