Erin Mason

DipPFS BSc (Hons)

I work with private clients and business owners from all backgrounds to create bespoke financial plans that are adaptable to an ever changing world and personal circumstances.

About

I am here to listen to you, find out what matters to you and your personal journey and to help you take control, with confidence, of what is important. Together we will create the best long-term financial plan for your future and those you care about.

I am passionate about ensuring you have a plan that is bespoke to you, designed for your life, including your goals and objectives. One that I am here to support you with during the unplanned times too.

I work closely with other professionals such as accountants, solicitors and other financial services professionals to ensure that my clients receive the best possible service.

Exceptional service backed by my experience and knowledge means that my business has been built and continues to grow from recommendations from my clients to friends, family and colleagues. As well as referrals from my long-standing professional relationships.

Personally, I live in Edinburgh and am mum to two girls. I enjoy spending time with my family, days out, travelling and going to the gym. I love helping others and actively seek out opportunities to do this.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.