Samantha, alongside her business partner Daniel, heads up Mason Cole Wealth Management Ltd and has over 16 years’ experience advising clients. Samantha specialises in pensions and retirement planning and advises individuals and businesses alike. Most clients are long standing and Samantha also advises her clients family members and helps with estate and legacy planning.
In addition Samantha also provides specialist advice to clients of other financial advisers in the UK who require advice in relation to their pensions.
As a fully qualified adviser Samantha can advise you and add value when it comes to any area of financial planning.