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Alexander Mason DipPFS

Financial Planner

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Office:

Newcastle

Covering locations:

Alexander has over five years of experience in the financial services industry and has developed a strong technical and practical foundation through both professional study and hands-on experience

He began his career on a graduate scheme, where he worked towards his Diploma in Financial Planning while gaining exposure to a broad range of advisory areas. He has also achieved an additional qualification in Long Term Care planning and is currently progressing towards Chartered Financial Planner status.

Alexander is committed to providing clear, straightforward financial advice tailored to each client’s individual circumstances. He understands that financial planning can often feel complex, and he takes pride in presenting solutions in a way that is easy to understand, transparent, and aligned with clients’ long-term objectives. By taking the time to build relationships and fully understand his clients’ goals, Alexander aims to provide reassurance and confidence at every stage of the financial planning journey. His approach is centred on delivering practical, client-focused advice that helps individuals and families make informed decisions about their financial future.

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What to do if something goes wrong

We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.

If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.

If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:

Contact

The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square,  London, E14 9SR

Tel: 0800 023 4567

Email: complaint.info@financial-ombudsman.org.uk

Web: www.financial-ombudsman.org.uk/consumer/complaints.htm