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.

Location:

The East and West Midlands