About Us

Makemsons advise private individuals & corporate clients throughout the UK . We were established in 2003 following the merger of two highly successful firms of Independent Financial Advisers and have continued to develop since then through organic growth. We have not only maintained but expanded our client base through the provision of sound financial advice and quality service levels.

We firmly believe that the use of advanced technology is essential in easing the burden of administration and this has been valuable to the employee benefit schemes of our numerous corporate clients. This has enabled our advisers to free up time and provide individual advice to both past and present scheme members.

We are managed by Philip Makemson who has over 25 years of experience in Financial Services. We intend to maintain our independence and continue to offer advice in numerous areas including: -

• Inheritance Tax Planning
• Retirement Planning (including the specialist area of Pension Transfers)
• Savings & Investments
• Mortgages
• Protection

By focusing on changes in legislation, we are always well placed to keep our clients up to date and enable them to take advantage of any benefits that may arise. For example, we are currently advising clients of changes that are arising in the area of Pension Tax Simplification. These changes can either be advised on an individual basis or through our regular newsletter.

The greater part of our expansion has come about through referral from our existing clients. 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.