Jack Mason

DipPFS

Jack holds a Diploma in Financial Planning. He started working part-time at the Practice in 2011 whilst completing a Business Studies course, it was during this time that he realised his passion for the financial services industry. Since then he has undertaken extensive training at the St. James's Place Financial Adviser Academy in order to become a fully qualified Financial Planner. In 2021 he decided to challenge himself further and has begun the journey towards becoming a chartered financial planner.

Jack prides himself in offering a bespoke and personal service to all clients, and he is dedicated to providing relevant and insightful advice. Jack is able to advise you on a wide range of financial planning areas, including pension planning, protection against financial risk and savings and investment planning.

Jack introduced his partner Melanie to the company several years ago now, and they now have started a family together with the addition of their daughter Lila in 2020 and son Nicholas in 2023. He enjoys challenging himself and raising money for charity, often taking part in distance bike rides.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

David Mason Financial Planning LLP is a Limited Liability Partnership registered in England and Wales, Number OC380602 Registered Office: Catherine House, Harborough Road, Brixworth, Northamptonshire, NN6 9BX.