Kris Mason
MA APFS
With over five years in the industry, I realised my vision for impactful, client-led financial planning was best achieved by starting my own Practice - giving me the freedom to offer clear, long-term planning.
I believe goals-based, holistic financial planning is the most effective path to long-term success. With extensive experience across a range of cashflow modelling systems, client circumstances, and industry shifts, I’m well-positioned to guide clients through an ever-evolving financial landscape.
I approach each relationship with a balance of personal and professional insight. I believe that genuine connections make for better planning outcomes—getting to know my clients as individuals, while sharing my own story, values, and motivations. On a personal level, I bring a family-oriented mindset—deepened since the birth of my son in 2023—and draw inspiration from elements of Japanese culture that align with my values of balance, respect, and thoughtful planning.
My ultimate goal is simple: to help others thrive financially and feel confident in their future.
About
My focus is simple: to ensure that every individual I work with gains real value from the services I provide. Financial planning, resilience and education are vital at all stages of life, and I’m committed to helping people engage with and truly understand their own finances—building both financial resilience and educational empowerment along the way.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
