Our Service Charter is a promise to our clients of what they can expect from David Mason Financial Planning. We take these expectations very seriously and strive to improve wherever possible, always thinking ahead and with our clients at the heart of any decision we make.

REASSURANCE: We acknowledge that it can sometimes be a little daunting to receive financial advice, to plan and talk about protecting your loved ones. We pride ourselves in being approachable, and friendly with the ability to explain complicated topics in a way that can be easily understood, so you leave feeling informed, positive and in safe hands. 

TO TREAT YOU AS A HUMAN BEING: Without our clients, we wouldn't have a business. In our experience, no two clients are the same and we, therefore, ensure that we understand your personal or business objectives and deliver solutions that are right for you. We can’t do this without investing time in getting to know you and understanding your aspirations and goals and dreams to help you achieve them. 

ACCURACY: We are sticklers for detail, which given we are dealing with your hard-earned money is, we believe, essential. That is why we go into detail, not just about you, but also when it comes to filling in the paperwork side of things. We always go through everything with a fine toothcomb to make sure there aren’t unnecessary delays caused by missing or incorrect information. 

YOUR GOALS, OUR KNOWLEDGE: In an ever changing financial landscape, we promise to use our knowledge and expertise to offer the best tailored and transparent advice to help you achieve your goals. By keeping you up-to-date and informed about your options and best choices throughout our relationship, we will offer the opportunity to review your financial affairs regularly. 

KEEPING IN TOUCH: Whether it is right at the start of our relationship or after your financial plans are in place, we promise to stay in touch. Part of our commitment is to inform and educate you on issues and matters which may impact you and your financial wellbeing, situation, and goals through a variety of channels.

LONG TERM RELATIONSHIPS: We do not provide off-the-shelf solutions, instead we offer the benefit of a tailor-made package for all your financial planning needs. We strive to offer the very best service to develop a long-term relationship with you, sensitive to your needs – so you can count on us through all life’s ups and downs. 

WE ARE LISTENING: We strive for excellence, but understand to achieve that, we need to ask for feedback and keep listening. We, therefore, ask all our clients for feedback after every single transaction with us and endeavour to take on board and action all comments given to continue to improve where we can. 

ONGOING DEVELOPMENT: We believe this supports and strengthens our promise to clients at David Mason Financial Planning. One of our team is never far away from another exam, certificate or personal development gain. It is the very nature of what we do in our profession, that calls for a commitment to progress and develop our technical skills and knowledge through further research and study. We believe this reiterates our promise to our clients and offers further peace of mind and security. 

Most of all, and at the heart of everything we stand for, we promise to help you achieve the life you want and protect things that matter most.