Masons Wealth Associates

Masons Wealth Associates

Hours

Sunday:
Closed
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 9:00 AM
Thursday:
9:00 AM - 9:00 AM
Friday:
9:00 AM - 9:00 AM
Saturday:
Closed

Chamber Rating

5.0 - (5 reviews)
5
0
0
0
0
Read Our 5 Reviews

Chamber Rating

5.0 - (5 reviews)
5
0
0
0
0
  • Julie Priestley

    Excellent service, Annie explains everything clearly and simply. It was great to have a knowledgeable person who genuinely cares about me and my finances to guide me.
    Sep 1st, 2018

  • Jane Howitt

    Annie was very thorough, went through all of our plan in detail and explained everything in terms we understood. I would recommend anyone to have a full review with Annie.
    Feb 7th, 2023

  • Ian Dennis

    Annie became our financial advisor when our previous SJP partner retired. As soon as we met her we knew we could have confidence in her as not only was she very knowledgeable but she took an interest in us as individuals. We would both recommend Annie without hesitation.
    Apr 4th, 2019

  • Alyson Evans

    I wish I had undertaken this exercise years ago. The planner was so thorough and looked at every aspect and made many sensible suggestions. The relationship carries on too, you get quarterly updates and a face-to-face annual review. Very personable, very knowledgeable, very honest and very canny.
    Jan 12th, 2019

  • Fiona McCarthy

    Annie is an incredible lady who always goes out of her way to ensure I feel happy and comfortable about my decisions. I would highly recommend her to everyone, as a trustworthy, kind and caring person.
    Nov 11th, 2018

Read Our 5 Reviews

About
Masons Wealth Associates

Masons Wealth Associates is located at Orion House, Barn Hill in Stamford, England PE9 2AE. Masons Wealth Associates can be contacted via phone at (147) 624-0230 for pricing, hours and directions.

Contact Info

  •   (147) 624-0230

Questions & Answers

Q What is the phone number for Masons Wealth Associates?

A The phone number for Masons Wealth Associates is: (147) 624-0230.


Q Where is Masons Wealth Associates located?

A Masons Wealth Associates is located at Orion House, Barn Hill, Stamford, eng PE9 2AE


Q What is the internet address for Masons Wealth Associates?

A The website (URL) for Masons Wealth Associates is: http://masonswealthassociates.co.uk/


Q What days are Masons Wealth Associates open?

A Masons Wealth Associates is open:
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 9:00 AM
Thursday: 9:00 AM - 9:00 AM
Friday: 9:00 AM - 9:00 AM
Saturday: Closed


Q How is Masons Wealth Associates rated?

A Masons Wealth Associates has a 5.0 Star Rating from 5 reviewers.

Hours

Sunday:
Closed
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 9:00 AM
Thursday:
9:00 AM - 9:00 AM
Friday:
9:00 AM - 9:00 AM
Saturday:
Closed

Ratings and Reviews
Masons Wealth Associates

Overall Rating

Overall Rating
( 5 Reviews )
5
0
0
0
0
Write a Review

Jane Howitt on Google

image Annie was very thorough, went through all of our plan in detail and explained everything in terms we understood. I would recommend anyone to have a full review with Annie.


Ian Dennis on Google

image Annie became our financial advisor when our previous SJP partner retired. As soon as we met her we knew we could have confidence in her as not only was she very knowledgeable but she took an interest in us as individuals. We would both recommend Annie without hesitation.


Alyson Evans on Google

image I wish I had undertaken this exercise years ago. The planner was so thorough and looked at every aspect and made many sensible suggestions. The relationship carries on too, you get quarterly updates and a face-to-face annual review. Very personable, very knowledgeable, very honest and very canny.


Fiona McCarthy on Google

image Annie is an incredible lady who always goes out of her way to ensure I feel happy and comfortable about my decisions. I would highly recommend her to everyone, as a trustworthy, kind and caring person.


Julie Priestley on Google

image Excellent service, Annie explains everything clearly and simply. It was great to have a knowledgeable person who genuinely cares about me and my finances to guide me.


Overall Rating

Overall Rating
( 5 Reviews )
5
0
0
0
0

Write a Review

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