09/06/2011
by Phil Farrelly
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A prospective client rang me last week. We had been referred by a friend of his. Essentially he was contributing into an executive pension plan, company arrangement, with Irish Life, for the last 10 years. He has 20 years to go to retirement.
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09/06/2011
by Phil Farrelly
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A 59 year old gentleman rang me in november 2010 looking for pension advice. He had built up a pension fund of €2,000,000 (hard to believe isn’t it) and was worried that the government would introduce additional taxation in respect of his tax tree lump sum in the budget that was due very shortly.
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13/04/2011
by Phil Farrelly
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Are you truly independent and do you deal with all insurance companies or are you restricted to a small number of companies? Are you an ‘authorised adviser’ or a restricted activity intermediary?
13/04/2011
by Phil Farrelly
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Experience – we are around for a long time. The main principals at Mason Financial Services have over 70 years experience between them. We have been quite successful over the years and intend being around for many years to come.