Testimonials

Read some of the feedback received from clients.

I highly recommend Erin Mason as a financial adviser. She is extremely reliable, has excellent understanding of my personal situation, explaining the options, making the best recommendations. Erin is professional, open, honest and trustworthy and very pleasant and supportive. I am very pleased wi...

Hilda Haddon | Retired, East Calder

As someone who wasn’t at all confident about money, Erin has been amazing at explaining and supporting me to take control of my finances. This support was even more valuable when she helped me through a family emergency, giving me clear and helpful advice in a difficult time. I would recommend Er...

Rachel Edwards | Edinburgh

We have been working with Erin for the past couple of years and can confidently say that she has improved our financial outlook. Erin’s expertise and personalised approach have been very helpful. She takes the time to understand our situation and provides tailored advice that is both practical an...

Allan Stuart | Consultant Naval Architect - Associate Director, South Queensferry

Since engaging Erin I have felt reassured that my financial future is in the best possible hands, she has been incredibly supportive on forward planning, helping me to understand my personal strategy for the future, but also reviews performance to date and market behaviour to help identify opport...

Matthew Foster | Accountant

I cannot recommend Erin highly enough! Her expertise and personalised approach transformed my financial outlook. From retirement planning to investment strategies, Erin took the time to understand my goals, particularly with being self-employed. With Erin's trustworthy guidance, I feel more confi...

Claire Schiavone | Bows & Bridges - Cello and Violin Tuition, Edinburgh