Mason Wealth Management

01/03/2023

😀 TESTIMONIAL "Darren has been invaluable in providing me with sound personal financial advice and guidance. He is extremely approachable and professional and I would be very happy to recommend his services."

🪧 https://buff.ly/40etrlq

15/02/2023

👉 An annual financial review can be a helpful way of finding out how well prepared you are for the future – whatever it might hold.

1️⃣ Do you have a plan?
2️⃣ Are you prepared for the unexpected?
3️⃣ Are you in control of your day-to-day spending?
4️⃣ What steps have you taken for later-life planning?

✅ By answering these questions – with a bit of help from a financial adviser – it’s reasonably straightforward to find out where you stand.

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An Associate Partner Practice of St. James's Place Wealth Management. Find out how Mason Wealth Management can help you achieve your financial goals.

10/02/2023

🤕 Are you prepared for the unexpected - that 'bump' in the road that happens when you need it least?
❌ Redundancy, illness and divorce do happen and often take you by surprise.
💷 A rainy-day fund of three to six months’ expenses in an instant-access savings account is a really good idea.
✔ As is a financial wellbeing audit. If you want to know what one is - speak to a or

01/02/2023

Ⓜ️ Who am I and what do I do?

🙂 I am a Financial Adviser in Leigh-on-Sea with an office in London too enabling me to provide face-to-face meetings in Essex, London and all neighbouring counties.

📢 I provide lifestyle financial planning, financial advice and wealth management advice to individuals, families and businesses to help them achieve their financial goals. With over 25 years of experience in financial services, my service is tailored to meet all your personal and/or business objectives.

🧭 A Fnancial Adviser can help you understand what you need to set aside today to help make your 'dreams of tomorrow' a reality.

An Associate Partner Practice of St. James's Place Wealth Management. Find out how Mason Wealth Management can help you achieve your financial goals.

27/01/2023

Be in ②0②③ with our 3 smart steps. 👣

1. Check for unused tax relief. Some tax reliefs can be overlooked and left unused. For example, you can carry forward unused allowance on your pension from previous years. 👍
2. Take action early. 📆 Although you have until 5 April, leaving tax planning until the last minute can bring unnecessary stress. For example, it could take longer for providers to process transactions if there’s a bottleneck.
3. 📞 Speak to a financial adviser on a regular basis. If nothing else it will drive the other good financial habits like regular savings. By getting in touch, you can get clear, practical guidance. And if things change, we can help you stay on track to meet your financial goals. 😀

18/01/2023

🤔 Should you consolidate your pensions?

💷 As you make your way through your career, and move from job to job, it is likely that you will acquire a range of different pension plans.

📌 Consolidating them may appear attractive. Simplicity and cost being two factors. But it is imperative that you take financial advice before making any decisions.

🌐 https://www.sjp.co.uk/products-and-services/retirement/reviewing/consolidating-your-pension

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13/01/2023

❓ Does leaving money to a charity reduce Inheritance Tax?

✅ It can, yes. As well as helping to ensure your money does some good in the world and supports the causes you care about, it can also make it work harder through reliefs and allowances.

🛑 This is a sophisticated area and each circumstance needs to be assessed individually. But if you want to pass some or all of the wealth to charitable causes, reach out to a financial planner for advice.

🌐 ❓ Does leaving money to a charity reduce Inheritance Tax?

✅ It can, yes. As well as helping to ensure your money does some good in the world and supports the causes you care about, it can also make it work harder through reliefs and allowances.

🛑 This is a sophisticated area and each circumstance needs to be assessed individually. But if you want to pass some or all of the wealth to charitable causes, reach out to a financial planner for advice.

🌐 https://buff.ly/3QCcCwc

29/11/2022

💷 There are many way to invest money and we talk about them on our social platforms.

😀 But never forget the value of investing in yourself and your own wellbeing. Times are getting tougher it seems and we all work ourselves silly in the lead up to Christmas.

⏰ So can you find a bit more time to invest in yourself..? 😀

14/11/2022

💷 Many people have income, assets and investments.
❓Few know what it it all means or what it all adds up to.
👊 If this is you, you are not alone.
📢 We can help you work out how much money you need - how much is enough and then how to save for it
💡If that's a lightbulb moment for you it might be time for financial advice www.masonwm.co.uk

08/11/2022

⚡ 𝐊𝐞𝐞𝐩𝐢𝐧𝐠 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐜𝐨𝐧𝐭𝐫𝐨𝐥 𝐝𝐮𝐫𝐢𝐧𝐠 𝐭𝐡𝐞 𝐜𝐨𝐬𝐭-𝐨𝐟-𝐥𝐢𝐯𝐢𝐧𝐠 𝐜𝐫𝐢𝐬𝐢𝐬
📈 With most people feeling the impact of rising energy bills, discover how we can help you to navigate the squeeze through smart financial planning.
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Keeping financial control during the cost-of-living crisis

02/11/2022

📌 CLIENT TESTIMONIAL
"Darren has been invaluable in providing me with sound personal financial advice and guidance. He is extremely approachable and professional and I would be very happy to recommend his services." 😀
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19/10/2022

♣ Dealing with the financial ‘downs’ of daily life
☹ From redundancy to unexpected tax bills, life is full of challenges that can force you to review your finances and leave you feeling stressed.
💸 When things take a turn for the worse, you may be tempted to raid your pension pot or reduce the amount you’re paying into savings, but this isn’t always the best course of action.
👌 Regular financial reviews can help you deal with dilemmas & safeguard your financial future.
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Dealing with the financial ‘downs’ of daily life