Meet our advisers

Steve Mason

Steve Mason

Steve Mason BSc(Hons), FPFS

Chartered Financial Planner

About me

I have been a financial planner since 2008 and became chartered and a fellow of the Personal Finance Society in 2018. 

I work with my clients to ensure they understand ALL aspects of financial planning so they can put themselves in the best position to live the lives they choose.


The East and West Midlands