Makemsons

Independent Financial Adviser  6 The Larches, Vale Of Glamorgan, CF71 7TT
First meeting at adviser's own cost
Makemsons is an Independent Financial Advice firm operating out of South Wales. We have supported hundreds of individuals and families over the last two decades we've been trading, and we would love to help you.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
MR Philip Makemson
Director

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.

Mr Gareth Makemson
Director

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.

About us

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.

Our services

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

Where to find us
Head office address: 6 The Larches, Ystradowen, Cowbridge, Vale Of Glamorgan, CF71 7TT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£51,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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.

Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022

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