Keith Mason

Financial Planning Consultant

A Finance Professional with over 20 years experience in financial planning. Previously with Eagle Star, Wesleyan and Co-op bank.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection