David Mason Financial Planning LLP - Northampton

Introducing David Mason Financial Planning LLP

Location: David Mason Financial Planning LLP is conveniently situated at Catherine House, Harborough Rd, Brixworth, Northampton NN6 9BX.. This location offers easy access for clients seeking financial advice, especially for those in the vicinity of Northampton.

Contact Information

- Phone: For inquiries, potential clients can reach out via phone at 03453650125. This direct line ensures that clients' questions are addressed promptly.

Services Offered

David Mason Financial Planning LLP specializes in providing expert financial planning services. Their specialties include creating tailored investment strategies and retirement funds, ensuring that each client's unique financial goals are met. Their commitment to professionalism and accessibility makes them a top choice for anyone looking to manage their financial future effectively.

Accessibility Features

- The office is wheelchair-accessible, catering to the needs of all clients, including those with disabilities. This includes a car park, entrance, and toilet that accommodate wheelchairs, demonstrating their inclusive approach to service.

Client Feedback and Reputation

The company boasts an impressive reputation, evident from the numerous positive reviews it has received on Google My Business. With 9 reviews and an average opinion of 5/5, clients consistently praise the team's professionalism, helpfulness, and ability to simplify complex financial matters.

• Clients are highly satisfied with the team's dedication to reviewing investments regularly and communicating in understandable terms.
• The personalized service and reassurance provided to clients are highlighted as significant factors in their positive experiences.

For those considering financial planning, David Mason Financial Planning LLP offers a reassuring solution. Their team's ability to digest complex financial information into accessible advice sets them apart. This, combined with their accessibility features, makes them a standout choice for anyone serious about managing their financial future.

Recommendations for Potential Clients

- Visit Their Website: To gain a deeper understanding of their services and how they can specifically benefit you, visiting their official website is recommended.
- Schedule a Consultation: Given the high satisfaction rates, scheduling an initial consultation could provide valuable insights into how their services align with your financial goals.
- Check Reviews: Although many reviews reflect a positive experience, reading through them can offer additional perspectives and insights into what to expect from the service.

👍 Reviews of David Mason Financial Planning LLP

matthew F.

5/5

I would definitely recommend David Mason Financial Planning LLP to anyone looking to invest their capital or to create a retirement fund. The whole team are extremely professional and so helpful in sorting out clients needs or queries. The team constantly keep investments under review and communicate with their Clients very efficiently in terms that a ‘layman’ can easily understand. It is very satisfying to know that such a professional organisation is looking after my financial matters.

Christina W.

5/5

I am delighted with the services that David and Jack Mason have provided. I had no experience of investments and their advice was so professional and helpful. I really appreciate the annual reviews in which they not only make recommendations, but also explain the rationale behind the advice. I am so confident in their knowledge and ability that I have recently moved further funds from savings accounts to St. James's Place. I cannot recommend them highly enough.

Mick B.

5/5

David is very experienced in this field, but has a different and more holistic approach to financial planning than any other FA I have met. He listens very carefully to what you want to achieve and gives solid and down to earth advice, untangling the mystery surrounding subject, presenting creative solutions and not just products he wants to sell. I have to say I had zero interest in financial planning until I met David, but he has made the whole experience interesting and exciting. I have already recommended David to friends, family and colleagues and will continue to do so.

Tracey S.

5/5

I’ve wanted to combine my various work pensions for a while, but struggled to find someone I could trust. I met Jack at the Cornerstone Network group, got to know him and knew he wouldn’t let me down. Everything was done seamlessly and he explained the whole process so I knew exactly what was involved. I would recommend him and his friendly team to anyone. Thanks for getting me over line and finally sorting my pensions.

Tasha P.

5/5

I would recommend David Mason Financial Planning to anyone that was considering options to suit their financial needs. Having no knowledge of a very intricate process Jack Mason was very informative and professional, telling me what I needed to know to make the best decision. I have also found that they are easy to contact, and along with the termly detailed reviews I receive, they are dedicated in giving the most recent and up to date advise when I ask for it.

Nigel D.

5/5

David is a friendly, experienced and very knowledgeable financial advisor. David always listens carefully, making sure he fully understands my financial objectives, before offering clear and unbiased advice. Overall I rate David’s service as excellent and highly recommend him.

Rebecca R.

5/5

I highly recommend David Mason Financial Planning for both Investment and Protection needs. I recently had Jack Mason assist in advising and helping put some protection in place that best suits my circumstances. Very helpful.

rachel J.

5/5

Jack very helpfully consolidated the various pensions I had. I literally handed over the paperwork and they did everything else. It has been on my mind for ages and I am so glad I got it ticked off my list. Thank you so much Jack and team !