Chartered Financial Planner - Jack Mason-Brown CertLTCP, AdvDipFA, Chartered ALIBF, Bsc (Hons)
Making sense of your finances by spending time with you, building trusted long term relationships and financial plans. I have worked in Financial Services for over 13 years following completion of my degree in Mathematics and Statistics. I achieved Chartered Status in January 2022 and now working toward
s becoming a 'Fellow' in Financial Planning. Prior to this new business venture I worked as a Financial Advisor with NFU Mutual, addressing the financial planning needs of both private and corporate clients, primarily across the South West. I built a successful career in my previous role and I pride myself on the quality of the advice I give and the time I spend monitoring the plans that I put in place for my clients. This wealth of experience and technical knowledge has enabled
me to assist clients in a wide variety of areas, such as:
Retirement Planning:
•Working with Business owners in planning for their retirement and a successful exit from their business.
•Supporting individuals to save for a comfortable retirement.
•Providing guidance and advice on how to make the most of their pension funds while minimising the tax implications. Investments
•Tax efficient Investment schemes
•Saving schemes for children and grandchildren
•Trustee Investments
Inheritance tax planning
•Protecting against future inheritance tax
•Investing within inheritance tax efficient vehicles
•Advice around trust and estate planning
Protection
•Advising business owners on protecting themselves and their businesses.
•Protecting families and individuals in the event of death or illness
•Mortgage protection
I will continue to stay updated with industry knowledge and continuously honing my skills to provide the best possible service for my clients. In a constantly evolving field like financial planning, this emphasis on personal and ethical development is invaluable. It ensures that our clients receive advice and strategies that are well-informed and aligned with their best interests. We enjoy lots of walks with our two dogs and I continue to play football for a local team.
