Welcome to David Mason Financial Planning LLP
David Mason Financial Planning is a well-established, family run company offering valued and trusted advice to individuals, families and business owners across the UK.
With offices in Northamptonshire and Banbury, we offer personalised financial planning that is tailored to your own unique objectives and circumstances, both virtually and face to face.
Our clients are at the heart of everything we do, and we recognise the importance of building lasting relationships. We will work closely with you to understand your financial goals, needs and challenges and use this information to create a tailored plan. We understand that life can be unpredictable, so through the ongoing client relationship and regular communication, we are able to adjust and update the strategy, ensuring this evolves with you as you progress through your financial journey.
Who we are
Working with clients from all walks of life and at every stage of their financial journey, we are passionate that financial advice should be for everyone. We believe that an essential part of this is ensuring a relationship of trust which is why we offer a range of friendly, knowledgeable advisors to suit every individual, ensuring that each client receives personalised advice they can rely on whether they are looking to build, grow, protect or preserve their wealth.
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SJP Approved 27/02/2025
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.
