For over 20 years, we have provided first-rate advice in an industry that is in a constant state of flux. Because things are always changing, we believe that it's the people who count. Continue reading to find out more about us.
PHIL FARRELLY - QFA, SIA, GRAD. DIP (Financial Planning) CFP ® | Certified Financial Planner TM |
Everyday Phil works in a business that he really enjoys. Being a financial planner puts him in a position where he can help people achieve the things that really matter to them.
Being in the financial planning business means that he develops very close relationships with his clients. Many of them have now become friends rather than clients. They know he is there for them. They know he will challenge them (in a nice way) so that they can get the job done.
Phil loves working in finance because he knows that he can make a big difference to his clients lives. He simplifies a complex subject and gives clients answers to the really important questions.
Phil is a QFA, SIA (Specialist Investment Advisor). He holds the Grad DIP (Hons) in Financial Planning from UCD. He is also qualified as a certified financial planner (CFP) which internationally represents the highest level of professional practice.
In his spare time, he enjoys playing golf with his two sons. His big golf claim to fame was scoring a hole in one in Powerscourt a few years ago. Prize for this – A BMW 320, 2 Door Coupe worth €40,000. Back then, he was able to donate the car to Crumlin Hospital - Now that was a day to remember!
Les is a Certified Financial Planner and Director at Mason Wealth Management.
He helps business owners and professionals to understand the importance of money and what it can do for them. He has helped his clients over the years be confident in living the life the really want, without the guilt of wondering if their money will run out.
He accomplishes this by providing his clients with easy to understand financial planning advice and a high level of customer service that exceeds their expectations.
He gets a real buzz when his clients tell him about the holidays they are going on, buying the car they wanted, moving home or passing on some of their wealth to their family. He believes that life is for living and it is not a rehearsal.
Les says that one of the best things he did professionally over the last 10 years was to focus on learning and he completed Grad Dip(hons) in Financial Services, and a Masters (1st class hons) Financial Services through UCD.
This increased learning combined with 28 years’ experience within the industry allows Les to make a real difference to the clients he deals with.
He loves sport. In particular Soccer and as a player has had more comebacks than Muhammad Ali!
He knows now his legs are gone so is giving a little back by helping coach his sons under 10 Soccer Team and is on the Committee of Strand United who he played with for over 25 years. He has also taken up Tennis which he played as a kid and can be seen down in Charleville Tennis Club or Riversdale Tennis clubs trying his best to replicate Federer.
He loves David Bowie and some strange tunes from the 80’s.
He transforms from being a Certified Financial Planner to a Taxi-man for his kids at the weekends.
Martina has been with Mason Wealth Management since June 2010. She has over 25 years’ experience working within insurance brokerages and previously worked in Marsh & McLennan, Liberty Asset Management, Doyle Pension Management and Brennan Reynolds & Woods.
Martina has had a varied career within the financial services industry and has now progressed into paraplanning.
She is qualified as an APA in Protections, Pensions, Investment and Loans.
Her attributes would be that she pays close attention to detail, has great listening skills and aims to provide excellent customer service for clients.
Away from work, Martina enjoys ten pin bowling and has had the honour of representing Ireland in the Triple Crown in 2016.
HAZEL HOWARD – BSC (Hons) QFA
Hazel holds a Bachelor of Business Studies in Services Marketing from the institute of Technology as well as the UCD accredited Professional Diploma in Financial Advice. She has over 14 years’ insurance industry experience working within a brokerage environment.
Hazel joined the Mason team in June of 2016 and enjoys the challenging and varied experience that Mason provides whilst offering a holistic approach to clients in a continually evolving world of financial planning.
She is an avid music enthusiast and enjoys attending many live events.
CATHERINE SMITH BYRNE - QFA FLIA RPA APA
Catherine has been working within the Life & Pensions Industry for approximately 20 years now. She is a fully qualified Financial Adviser and has completed the bridging exam which allows her to provide advice on Personal General Insurances.
She has been part of the Mason Team since September 2016 on the administration side. Her past employments include FBD and Irish Life but to name a few. Catherine has worked in a number of brokerages and enjoys the diversity that they offer. She has been involved in both sales and administration and this adds to her knowledge in relation to requirements and processes within the Insurance Industry.