Jack Mason

Background

About Jack Mason

As a financial advisor at WEALTH at work, I provide technical and practical guidance and advice to clients, empowering them to make long-term financial decisions and improve their financial positions. I leverage my skills in financial sales, investment planning, and new business development to identify and meet the needs and goals of each client, and to deliver high-quality service and results. I have a BA in Accounting and Business/Management from The Open University, and a Level 4 Diploma in regulated financial planning from the Chartered Insurance Institute. I also have a certification as a Fire Marshall from St John Ambulance, demonstrating my commitment to safety and leadership. I am a self-motivated, self-starter, and target-driven professional, who embraces change and uses dedication to meet goals. I am also analytical and studious, collaborative and hardworking, rational and critical thinker. I am passionate about helping people to understand a jargon-free, simple, and rational approach to their personal finances, and to achieve their financial well-being.