Meet Our People

Alan Mason - Director

Alan has 23 years industry experience.  He is a Chartered Financial planner and is an Associate Of The Personal Finance Society (APFS).  Alan’s area of expertise is:

• Occupational Pensions their interactions with other pension/investment planning solutions and their taxation and exit strategies.
• Personal Pension planning, research analysis and exit strategies. 
• Investments using taxation strategies for maximum returns.
• Inheritance Tax (IHT) planning - using investment/trust solutions to mitigate tax and ‘death duties’.
• Care fee planning and estate preservation/protection for the beneficiaries of the elderly.
• Offshore and Onshore’ Investment planning- and the utilisation of appropriate tax strategies.
• Tax Planning using your allowances and maximising your outcomes.