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Alexander Mason DipPFS

Financial Planner

Alexander has over five years of experience in the financial services industry and has developed a strong technical and practical foundation through both professional study and hands-on experience

He began his career on a graduate scheme, where he worked towards his Diploma in Financial Planning while gaining exposure to a broad range of advisory areas. He has also achieved an additional qualification in Long Term Care planning and is currently progressing towards Chartered Financial Planner status.

Alexander is committed to providing clear, straightforward financial advice tailored to each client’s individual circumstances. He understands that financial planning can often feel complex, and he takes pride in presenting solutions in a way that is easy to understand, transparent, and aligned with clients’ long-term objectives. By taking the time to build relationships and fully understand his clients’ goals, Alexander aims to provide reassurance and confidence at every stage of the financial planning journey. His approach is centred on delivering practical, client-focused advice that helps individuals and families make informed decisions about their financial future.

Based

Newcastle Office

Northumbria House
21-23 Brenkley Way
Blezard Business Park
Newcastle Upon Tyne
NE13 6DS

Telephone: 0191 217 3340