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Mason Financial Management



"a thorough, personal and holistic service..."


Mason Financial Management is a fully Independent Financial Advisory practice based in the heart of the City. We pride ourselves on providing a thorough, personal and holistic service to all clients. By providing a continued and professional service, we have built a strong client base through word-of-mouth. 


James Mason



I am an FCA regulated independent financial adviser with over 10 years of experience in financial services. I aim to engage with clients by fully understanding their situation before offering advice. I believe this, combined with providing an open and honest dialogue is a refreshingly simple method to building long-term client relationships. 



What we do



By understanding clients objectives and goals, we look to create bespoke ideas and options. This tailored advice is integral in order to treat all clients fairly. Indeed this personalisation, transparency and honesty are essential to building an open and successful working relationship.


We work with City-based professionals, particularly in banking, law, consultancy, technology and the media. We provide a fully client-focused approach, listening to and identifying the keys areas where value can be added. Prospective clients are offered an initial meeting without fee or obligation to discuss their circumstances and ascertain common ground. 


Tailored solutions



Mason Financial Management is fully independent. This is fundamental when satisfying our philosophy to provide clients with bespoke advice in relation to their personal financial circumstances. Being independent means that we are not tied, nor associated with a network or other financial institution.


Areas we can help with



  • ISAs, unit trusts and OEICs.

  • Personal pensions, SIPPs, GPPs.

  • Tax-efficient planning including VCTs, EISs, SEISs.

  • Inheritance tax planning.

  • Family protection.

  • Life cover, income protection, critical illness cover.

  • Portfolio and policy reviews.

  • Financial planning and forecasting.

  • Structured Products (deposit and investment-based options).​



107 Cheapside
  • LinkedIn Basic Black


t 0207 796 8680

Prospective Clients

If you are interested in our services please feel free to contact us directly or submit your details here. 

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