Dan Mason
DipPFS
I joined the Practice in November 2023 after completing the St. James's Place Financial Adviser Academy. My current role is to provide holistic financial advice for clients of all ages and with no limitations on financial experience.
I have previously worked as a mortgage broker for 5 years before wanting to undertake a new route in my career. I am committed to my ongoing development within the industry to ensure that my knowledge and advice maintains professional and tailor-made.
In my spare time, I like to socialise, play golf and play the occasional game of pickleball.
Addresses
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.
