Makemsons
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Makemsons is a family run IFA based in Cowbridge, South Wales. We have been providing financial Advice since 2003 to families and individuals across the UK. We firmly believe in being friendly and approachable, and we will always put the client first.
Over the years we have seen some dramatic changes within the industry and within the structure of our business and have always succeeded in adapting to the ever-changing environment of UK finance.
We do not have a large budget for marketing and instead have grown from referrals from our existing client group. We have not only maintained but expanded our client base through the provision of sound financial advice and quality service levels.
If you would like to take advantage of any of the services we offer, please contact us – a qualified adviser would be pleased to discuss and provide advice on any aspect of financial planning which is of interest to you.
The initial consultation is always completely free of cost and obligation. After that, provided you wish to formally instruct us, our remuneration may be arranged on the basis of a fee, commission or indeed a combination of both.
We offer a wide range of services, including advising and arranging matters for most major areas of financial advice... However, a main summary of these areas is as follows;
- Pensions
- Investments
- Mortgages
- Equity Release
- Protection
- Estate Planning & Will Writing
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Telephone
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Online (Live chat, video, email)
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Face to face
Makemsons is the trading name of Makemson & Company Ltd.
Registered in England and Wales (No. 4545938). Registered office as shown.
Authorised and regulated by the Financial Conduct Authority.
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