Luke Mason

What attracted you to a career in wealth management?

My journey into wealth management was driven by a passion for financial services and a desire to make a difference. With experience in managing teams of Financial Planners, Para Planners, and Administrators, I embarked on this path to build and develop financial propositions. My qualifications, including DipPFS and specialisation in pension transfers, further fuelled my commitment to this field, offering clients the expertise they need to achieve their financial goals.

How do you approach your role on a daily basis?

In my role, I've focused on overseeing and managing financial planners within the region. Prioritising effective team dynamics and strategic planning, I focus on optimising the performance and growth of the financial planning professionals under my purview. My emphasis is on creating a conducive environment for success and ensuring that the team collectively contributes to our clients' financial well-being. My experience and qualifications serve as pillars for providing strategic direction.

What are your interests outside of work?

Beyond my professional commitments, I'm an enthusiast of strongman training, a pursuit that has equipped me with a range of skills, including readiness for handling vehicle breakdowns. This interest complements my passion for maintaining an active lifestyle. In my downtime, I enjoy the physical and mental challenges that come with being a parent along with strongman training, keeping me engaged and motivated outside of the wealth management arena.