Will is an advisor specializing in personal and commercial mortgages and insurance. After traveling in Europe for 3 years, Will began a career in financial services in 1994 as an apprentice under Andrew's supervision. Will earned his full financial planning certificate and mortgage counseling qualification in 1998 and is now a member of the Personal Finance Society. Mason takes special pride in the extensive background and credentials of our financial planning, investment management and support teams.
We would be happy to provide you with basic information about your customer team if you request it. Our experienced practice leaders help us bring an objective analysis to each client's individual situation, and we continually strive to use the best ideas we can to act on behalf of our clients. Find an IFA, independent financial advisors, financial advisors from across the market, mortgage advisors and accountants, search for advisors, financial guides, financial tools and unbiased information on professional financial and legal advice. Your mortgage is probably the biggest financial transaction and commitment you are likely to make.
Trudy has earned the IIC Certificate in Financial Planning (CFP) along with Certificates in Mortgage and Capital Release. Without it, an illness or accident can have serious long-term financial consequences for you and your family. Andrew Mason began working for a large American financial services company in 1986 and then followed a regional firm of independent financial advisors from the United Kingdom. You'll almost certainly have plans of some sort: buying a house, starting a family, living abroad, maybe retiring, but such ambitions have financial implications and you can't leave everything to chance.
Investment management and financial planning services are provided by Mason Investment Advisory Services, Inc. Rebecca has had a varied career, including working as an independent financial advisor (IFA) in a law firm and as an IFA in the British Medical Association. It can provide the security of financial protection for you, your family, and your business partners. Professional financial planning is the process that aims to help you meet your ambitions, whatever they may be.