Mark Mason established his business as a Financial Broker in 2011 trading as Mason Mortgages and Financial Services.
Mark has over 23 years’ experience in the business of life, pension savings/investment and Mortgage advice. After many years working in various sales roles in both Royal Liver Assurance Irish Life Assurance, Mark felt the next obvious step for him was to open his own firm offering his clients quality impartial advice and providing tailored affordable solutions to meet their financial goals and expectations.
Being impartial means we can search the market place on our client’s behalf and provide them with value and choice and also a clear understanding of the type of product available to them.
Mason Mortgages & Financial Services is a member of Brokers Ireland and the Life Insurance Association.
Our client base is diverse and includes individuals, sole traders and small to medium companies across the south east and further afield. Our services are, and always have been, founded on honest, trust and integrity. We offer advice in respect of pensions, Investments, Savings, Life & Serious Illness cover and Mortgages. A Policy Review is a simple process that involves looking at what Life & SIC cover, Pension and Regular Savings policies a client has. In particular we look at the following: What level of life cover, Specified Illness cover and Income Protection cover you should have based on your circumstances, the current cost of your insurance as well as the term remaining.
This involves doing a price check on your existing policies to make sure you are not paying too much every month. Risk profile and Investment Fund performance check for Pensions and Savings plans. We also look at policy charges and allocation rates of the premiums you are paying (allocation rate refers to the net amount of your premium which is used to purchase units in your policy). High charges in a pension or savings plan can erode a large part of the growth achieved over a long period of time and so it is essential to make sure you are not over paying