We have a team of mortgage and financial advisers who have vast experience in helping client meet their financial goals whatever they maybe. Our advisers have been helping and advising clients for many years and as such have built up the knowledge and experience to help you achieve your goals, now and in the future. Whether you are looking to set up your first pension, you are looking at assess your options to with regards to your retirement planning or you want to discuss preserving your assets for future generations, we can help.
Daniel along with business partner Samantha heads up the team at Mason Cole Wealth Management, Daniel has built up over 20 years’ experience in financial services and over 16 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.
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.
Mark has over 35 years’ experience in financial services. Over the years he has helped clients with in respect of their mortgage needs, retirement needs and savings and investment planning.
Mark has not only continued to advise his existing clients but Mark is now advising his existing clients children as they require financial advice. This shows that Mark develops long lasting relationships with his clients and their families.
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.