DACO Associates Limited
6 St. Johns Hill
Shrewsbury
Shropshire
SY1 1JD
Wholly independent, we specialize in financial advice for private, business and trustee clients.
We take time to fully understand our clients’ objectives and translate these into financial plans which are then supported by a lifetime cash flow forecast and suitable financial products where appropriate.
We have a sound knowledge of the regulated Investment market and advise on suitable strategies whether that be aimed at growth or income. We advise on tax wrappers such as; pensions, ISA’s, offshore bonds, etc. and also have a detailed knowledge of the investment options when it comes to choosing a discretionary fund manager, managed funds or tracker funds as part of an asset allocated portfolio.
Andrew Mason started working for a large US financial services company in 1986 and then a regional UK Independent Financial Adviser firm followed. In 1992 Andrew started his own company. Buying a large IFA practice in 1994 the firm was substantially increased in size and shaped into a modern professional practice. This was recognized, by the firm winning several national awards. The business was most recently restructured in 2012 becoming Masons IFA as you find us today.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.