Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Senior corporate executives
As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, we can help with this.
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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Contractors
As a contractor, you need to provide your own financial benefits package for retirement, savings and protection against risk. There's lots to think about, and we can make sense of it all.
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Advice for Women
We know how difficult it is to juggle your family and home life, your career and your finances. We can work alongside you to give you the confidence to make sense of your financial life and become financially secure.
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Financial wellbeing specialist
As a financial wellbeing specialist, we deliver education sessions to help people build their financial confidence.
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Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Jack Mason
Mason & Co. Financial Planning Ltd
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Copyright St. James's Place © 2026