Makemson & Company Ltd.

NameMakemson & Company Ltd.

Telephone01446 775777

Webwww.makemsons.co.uk

Address6, The Larches, Ystradowen, Cowbridge CF71 7TT

DescriptionMakemsons is a family firm of Independent Financial Advisors operating out of Ystradowen. We have been established since 2003 and in that time have seen the financial services sector evolve into what it is today.

We are authorised by the Financial Conduct Authority to provide all of the listed services and we are members of the Chartered Insurance Institute (CII) as well as the Personal FInance Society (PFS).

Your personal finance can be a complex and personal subject but we pride ourselves on being approachable, confidential and competitively priced.

FeaturesWe offer the following services;

Retirement & Estate Planning,

Setting up new pension arrangements,
Advice on existing personal pension arrangements,
Pension Switching
Advice on IHT planning
Arranging Lasting Powers of Attorney
Will Writing


Investment Planning

Setting up new investment portfolio strategies
Advice on existing arrangements
Risk Attitude analysis
Advice on investing ethically


Mortgage Advice & Equity Release

Advice and set up of Residential Mortgages including Second Charge,
Advice and set up of Buy to Let Mortgages,
Advice and set up for Lifetime Mortgages,


Protection Advice

Setting up protection products including Life Insurance

Opening TimesWed: 09:00 - 18:00

 Thu:  09:00 - 18:00

 Fri:  09:00 - 18:00

 Sat:  09:00 - 13:00

 Sun: Closed

 Mon:  09:00 - 18:00

 Tue:  09:00 - 18:00

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