NameMakemson & Company Ltd.
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,
Advice on IHT planning
Arranging Lasting Powers of Attorney
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,
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
Mon: 09:00 - 18:00
Tue: 09:00 - 18:00
Login to control your profile.