Our Team
Our Company
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 plc is listed on both the London Stock Exchange and the Johannesburg Stock Exchange. Over half a million customers across our group trust us with £119.6bn of their money, as at 31 March 2025
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Daniel Smethurst
Director / Financial Adviser
Daniel along with business partner Samantha heads up the team at Mason Cole Wealth Management, Daniel has built up over 22 years’ experience in financial services and over 18 years experience advising clients.Daniel works with individuals and companies alike, building long lasting relationships and individual solutions bespoke to the client needs to help them meet their goals, whatever they may be.
Tel: 0161 447 9109
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Samantha Hayes
Financial Adviser
Samantha, alongside her business partner Daniel, heads up Mason Cole Wealth Management Ltd and has over 18 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.
Tel: 0161 447 9109
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Julianne Templin CeMAP
Mortgage Adviser
Jan joined Mason Cole as Mortgage and Protection advisor in Spring 2023, however Jan is not new to the world of mortgages having been a mortgage adviser at Barclays since 1999, although Jan started her career with Barclays started in 1983.Jan’s focus is to ensure that she finds her clients the most suitable mortgage deal based on their financial circumstances as well as taking the time to make sure that they fully understand the commitment they are taking on, helping them through the process of either buying or re mortgaging their home from start to finish.Out of work she enjoys cooking, walking her dog Pablo and socialising with family and friends over a nice glass of Sauvignon.
Tel: 0161 447 9109