The Mason Partnership
In recent years Mason Financial Services has developed very close business relationships with many other professionals like Accountants, Solicitors, Tax Advisors, General Insurance Brokers and Business Consultants. As this has become an increasingly important part of our business it was decided to formally set up a separate division to accommodate this business.
In simple terms, you refer your client’s to us. We meet up with them and establish what their financial priorities and objectives are over the medium to long term. We then carry out a detailed review of their existing policies and then put together a report, in an easy to understand format. We then offer recommendations in respect of the various policies and our assessment of same.
In the current market, where people are trying to reduce costs and ensure they are receiving value for money, this service is extremely important.
- Additional services provided by your business to your clients.
- New income streams at no extra cost.
- Generate access to a broad range of financial products.
- Provides an extra dimension to your business thus making it more viable/sustainable in the longer term.
Feedback From Current Introducers
- Phil Farrelly reviewed one of my clients pensions and was able to reduce the charges levied by the pensions provider. The reduction in charges was significant and my client was very happy. Chartered Accountant – D6.
- I asked Mason Financial Services to meet with my client as it was clear from my clients accounts that he had significant insurances costs with various providers. Mason Financial Services completed a thorough report which provided great clarity for my client. This report enable him to take immediate action which included reducing costs and improving value for money.
- I have been dealing with Mason Financial Services for the last 9 – 10 years. They have acted in a professional manner with great integrity and would have no hesitation in recommending them to other accountants.
Who it’s aimed at
We have been particularly successful by dealing with Accountants and Tax Advisor’s whose clients are for the most part small and medium sized business owners.
Experience has shown us that business owners benefit greatly from the services we offer.
If you feel that this service would interest you and your clients, please contact us at 01-4984960. We would be delighted to meet up with you to discuss the matter further.