Mason Wealth Management
- Company typePrivate
- Founded1996
- HeadquartersDublin, Ireland
- Headcount1–10
- GTM typeB2C
- OfferingServices
Mason Wealth Management firmographics
Firmographics- Name
- Mason Wealth Management
- Legal name
- Mason Financial Services Ltd
- Website
- https://masonwealth.ie
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where Mason Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Dublin
- HQ country
- Ireland
- HQ region
- Europe
Offices4 records
Markets served
Mason Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Fees: Hourly fee-based advising with Directors at €200/hour and Support Staff at €100/hour. Clients may elect fee-based service or commission-based remuneration.
- Mortgage Arrangement: Commission up to 1% of loan amount for arranging mortgage finance, paid by mortgage lender. Disclosed in ESIS documentation.
- Insurance and Investment Products: Commission for advice on protection policies, pensions, and insurance-based investment products. Trail commission on these products for ongoing service including financial planning, strategic asset allocation, portfolio rebalancing, annual reviews.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Director/Partner Advisory |
| Other | Pay-as-you-go | Support Staff Services |
| Transaction based/ take rate | Pay-as-you-go | Mortgage Arrangement Commission |
| Subscription | Pay-as-you-go | Protection Policies |
| Subscription | Pay-as-you-go | Pension and Investment Products |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
Mason Wealth Management product offering
Product offeringCore offering
Mason Wealth Management is an independent Irish financial advisory firm that provides wealth management, mortgage brokerage, pension planning, investment advisory, and life insurance/protection services to individuals, families, and business owners across Ireland. The firm operates on a fee-based and commission-based advisory model, charging hourly advisory fees (€200/hour for Director advice, €100/hour for support staff) while also earning product-provider commissions on mortgages, pensions, and insurance placements.
Product overview
Mason Wealth Management is a comprehensive financial advisory firm offering a unified suite of wealth management services. The core portfolio consists of five main service lines: Wealth Management (financial planning and asset management), Mortgages (brokerage with access to multiple lenders), Pensions (personal, employer, and retirement planning), Investments (personal and corporate funds management), and Protection (life, income, and specified illness insurance). The firm supplements these with financial planning tools including an online calculator suite (Mortgage, Pension, and Investment calculators) and a cash flow forecasting system for retirement planning. Services are provided on a fair and personal analysis basis across the Irish market.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
Quantifiable outcome
- Over €30.4 Million in Funds Under Management across 1,234 clients
- +4 more outcomes
Companies that use Mason Wealth Management
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles2 records
Mason Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Mason Wealth Management partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Brokers IrelandcoreMason Wealth Management is a member of Brokers Ireland (BI), an industry association for insurance and financial brokers in Ireland. This membership provides access to industry resources, professional development, and the Brokers Ireland Clients Compensation and Membership Benefits Scheme.
- Panel of Lenders and Product ProviderscoreMason Wealth Management holds written letters of appointment from a large number of insurance undertakings, investment product producers, and mortgage lenders. This enables them to provide fair and personal analysis of the market for clients. Specific lender and provider names are disclosed upon request.
- Michael Cassidy Financial ServicescoreMason Wealth acquired Michael Cassidy Financial Services in December 2024, marking an expansion of services and client base. This acquisition combines decades of experience and resources to enhance offerings and provide greater value to clients.
Scale indicators10 records
Recent moves5 records
Expansion highlights4 records
Mason Wealth Management competitors and assessment
Company assessmentDirect peers
- Goodbody Wealth Management: Goodbody Wealth Management is an Irish wealth advisory firm offering investment management, financial planning, and pension advisory services to individuals and intermediaries, directly comparable to Mason's wealth management, investment, and pension offerings in the same Irish market.
- Acuvest: Acuvest is an independent Irish wealth management firm providing investment advisory, pension planning, and financial planning services, comparable to Mason in its independent model and Irish client base.
- Quest Financial Advisors: Quest Financial Advisors is an Irish financial advisory firm offering retirement planning, investments, mortgages, and protection services, directly overlapping Mason's five service lines for individual and family clients in Ireland.
- Brewin Dolphin Ireland (now RBC Brewin Dolphin): Brewin Dolphin operates an Irish wealth management presence offering discretionary investment management and financial planning to individuals, comparable to Mason's advisory portfolio management and wealth management offerings.
- Evelyn Partners (formerly Smith & Williamson): Evelyn Partners is a UK/Irish wealth management and professional services firm offering investment management, financial planning, and tax advisory, comparable to Mason in its holistic advisory and HNW client focus.
Emerging players
- Moneycube: Moneycube is an Irish online investment and pension platform targeting mass-affluent retail investors, partially overlapping with Mason's investment and pension offerings as a digital-native competitor.
Broad incumbents
- Irish Life: Irish Life is one of Ireland's largest life insurance and investment firms, offering pensions, investments, and protection products at scale; it overlaps with Mason's product set but competes as a product provider rather than a pure independent advisor.
- Zurich Life Ireland: Zurich Life Ireland is a major provider of pensions, investments, and protection products in Ireland, comparable to Mason's product categories but operating as a large product manufacturer rather than an independent intermediary.
- New Ireland Assurance: New Ireland Assurance is a Bank of Ireland-owned life and pensions provider in Ireland, overlapping with Mason's pensions and protection offerings from a broad-incumbent, product-manufacturer perspective.
- Aviva Ireland: Aviva Ireland is a large-scale life insurance, pensions, and investment provider in the Irish market, comparable to Mason's product categories as a broad incumbent that supplies product to intermediaries like Mason.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Mason Wealth Management social profiles
Digital presenceMason Wealth Management compliance and trust
Trust signalCompliance11 records
Mason Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mason Wealth Management leadership team
Management profileNumber of profiles
Profiles2 records
Mason Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries1 record
Mason Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mason Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mason Wealth Management
What does Mason Wealth Management do?
Mason Wealth Management is an independent Irish financial advisory firm that provides wealth management, mortgage brokerage, pension planning, investment advisory, and life insurance/protection services to individuals, families, and business owners across Ireland. The firm operates on a fee-based and commission-based advisory model, charging hourly advisory fees (€200/hour for Director advice, €100/hour for support staff) while also earning product-provider commissions on mortgages, pensions, and insurance placements.
Is Mason Wealth Management a public or private company?
Mason Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Mason Wealth Management founded?
Mason Wealth Management was founded in 1996. It employs 1 to 10 people.
Where is Mason Wealth Management based?
Mason Wealth Management is headquartered in Dublin, Ireland, in the Europe region.
How does Mason Wealth Management make money?
Three revenue lines are on record. Financial Advisory Fees are the primary driver. The others are mortgage Arrangement and insurance and Investment Products.
Who are Mason Wealth Management's main competitors?
Direct peers on record are Goodbody Wealth Management, Acuvest, Quest Financial Advisors, Brewin Dolphin Ireland (now RBC Brewin Dolphin) and Evelyn Partners (formerly Smith & Williamson). Moneycube is listed as an emerging player. Broad incumbents are Irish Life, Zurich Life Ireland, New Ireland Assurance and Aviva Ireland.
Does Mason Wealth Management have an API?
No public API is recorded for Mason Wealth Management.