I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Annie came across as very personable and relaxed and was prepared to take ample time to ensure I fully understood the features of the policies I was interested in. She also explained the ongoing support I would receive from both herself and St. James's Place. I was very impressed with her profession...
Annie Mason, service and help is and has been exceptional. She totally understands our situation both emotionally and financially and has gone out of way to ensure that our financial affairs are and will be totally satisfactory. We cannot praise her enough.
Annie is an incredible lady who always goes out of her way to ensure I feel happy and comfortable about my decisions. I would highly recommend her to anyone, a trustworthy, kind and caring person.
I have known Mrs. Annie Mason for many years. She was initially recommended to me by my late aunt who greatly respected Mrs. Mason's sound advice. Mrs. Mason is always very pleasant and gets along well with everyone. She is trustworthy, conscientious, works in the interests of her clients and often ...
Annie became our adviser when our previous St. James's Place Partner retired. As soon as we met her we knew we could have confidence in her as not only was she very knowledgeable but she took an interest in us as individuals. We would both recommend Annie without hesitation.
She has always been very thorough and put mine and my wife’s interests first, when we have been unsure on anything she has taken the time to explain it all thoroughly, I would not hesitate in recommending her to my friends.
I was extremely pleased with Annie's assistance in enrolling to our pension scheme. The whole process was extremely smooth. Her advice and presentations to the staff was greatly received by all.
From the very first meeting with Annie I was confident in her abilities to provide sound advice and had no doubt she would offer the best possible solutions. She is highly knowledgeable in ...
Excellent service, Annie explains everything clearly and simply. It was great to have a knowledgeable person who genuinely cares about me and my finances to guide me
Annie is a lovely person who obviously cares about her job and her clients. She took careful note of my circumstances and requirements, then explained clearly what she recommended we do to produce the best investments for me, noting any advantages and constraints. She invites questions at any stage ...
Annie has provided us with excellent advice and always in such a pleasant way, helping us to make the best decisions with our finances. We would not hesitate in recommending her to anyone.
Annie has been fantastic in helping me sort out income protection among other things. She has my best interest at the forefront of her actions and I value her advice. I would not hesitate in recommending her to friends and family.
I feel comfortable talking to Annie Mason; she listens, questions and clearly cares about every client, giving measured, well informed advice. Annie makes the most complex scenarios easy to understand with careful written and verbal explanations. She has acted conscientiously and consistently in our...
I felt very comfortable dealing with Annie. She was relaxed and unhurried, happy to explain the features, benefits and risks of any proposals without ever being pushy. This led to my confidence in taking out policies with her.
Annie came across as very personable and relaxed and was prepared to take ample time to ensure I fully understood the features of the policies I was interested in. She also explained the ongoing support I would receive from both herself and St. James's Place. I was very impressed with her profession...
Annie Mason, service and help is and has been exceptional. She totally understands our situation both emotionally and financially and has gone out of way to ensure that our financial affairs are and will be totally satisfactory. We cannot praise her enough.
Annie is an incredible lady who always goes out of her way to ensure I feel happy and comfortable about my decisions. I would highly recommend her to anyone, a trustworthy, kind and caring person.
I have known Mrs. Annie Mason for many years. She was initially recommended to me by my late aunt who greatly respected Mrs. Mason's sound advice. Mrs. Mason is always very pleasant and gets along well with everyone. She is trustworthy, conscientious, works in the interests of her clients and often ...
Annie became our adviser when our previous St. James's Place Partner retired. As soon as we met her we knew we could have confidence in her as not only was she very knowledgeable but she took an interest in us as individuals. We would both recommend Annie without hesitation.
She has always been very thorough and put mine and my wife’s interests first, when we have been unsure on anything she has taken the time to explain it all thoroughly, I would not hesitate in recommending her to my friends.
I was extremely pleased with Annie's assistance in enrolling to our pension scheme. The whole process was extremely smooth. Her advice and presentations to the staff was greatly received by all.
From the very first meeting with Annie I was confident in her abilities to provide sound advice and had no doubt she would offer the best possible solutions. She is highly knowledgeable in ...
Excellent service, Annie explains everything clearly and simply. It was great to have a knowledgeable person who genuinely cares about me and my finances to guide me
Annie is a lovely person who obviously cares about her job and her clients. She took careful note of my circumstances and requirements, then explained clearly what she recommended we do to produce the best investments for me, noting any advantages and constraints. She invites questions at any stage ...
Annie has provided us with excellent advice and always in such a pleasant way, helping us to make the best decisions with our finances. We would not hesitate in recommending her to anyone.
Annie has been fantastic in helping me sort out income protection among other things. She has my best interest at the forefront of her actions and I value her advice. I would not hesitate in recommending her to friends and family.
I feel comfortable talking to Annie Mason; she listens, questions and clearly cares about every client, giving measured, well informed advice. Annie makes the most complex scenarios easy to understand with careful written and verbal explanations. She has acted conscientiously and consistently in our...
I felt very comfortable dealing with Annie. She was relaxed and unhurried, happy to explain the features, benefits and risks of any proposals without ever being pushy. This led to my confidence in taking out policies with her.
Annie came across as very personable and relaxed and was prepared to take ample time to ensure I fully understood the features of the policies I was interested in. She also explained the ongoing support I would receive from both herself and St. James's Place. I was very impressed with her profession...
SJP Approved 17/08/2023
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.