A POSITIVE APPROACH
McMillan Financial Advice
Specialists in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages.
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1
Specialist advice to meet your needs
Our experienced team of consultants can advise you on all aspects of wealth management, from mortgages, Tax Planning, Investment Planning and Retirement Planning.
2
Face-to-face advice that resonates with you
We believe in a personal approach to advice, which is why our approachable team of professional advisers will provide you with bespoke, face-to-face financial solutions.
3
Comprehensive risk management
We’ll ensure you fully understand any risks and features associated with wealth management, helping you make an informed decision that’s right for you.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Personal Finance
We take time to understand your personal objectives and deliver bespoke solutions that are the right fit for you.
Financial Planning
Working with you to understand your financial needs and goals to create a tailored plan.
Investment Planning
Let us help you get the most from your investments with a choice of risk-rated portfolios.
Tax and Estate Planning
Pass on your wealth to loved ones to help support them after your death.
Retirement Planning
Planning and investment solutions for retirement strategies and pension funds.
Protection and Later Life
Solutions for the peace of mind that your family, assets and estate are protected.
Mortgages and Banking
Borrowing options on a range of mortgages from across the market.
Corporate & Professional
Advice from our wealth management specialists can help support you in working towards your goals, leaving you to concentrate on your business.
Corporate Planning
Working with you to understand your financial needs and goals to create a tailored plan.
Shareholder Services
Let us help you get the most from your investments with a choice of risk-rated portfolios.
Employee Benefits
Pass on your wealth to loved ones to help support them after your death.
Corporate Retirement
Planning and investment solutions for retirement strategies and pension funds.
Tax Mitigation
Solutions for the peace of mind that your family, assets and estate are protected.
Leaving Your Business
Borrowing options on a range of mortgages from across the market.
Retirement Options
Borrowing options on a range of mortgages from across the market.
Corporate Investment Planning
Borrowing options on a range of mortgages from across the market.
Meet the Team
We pride ourselves on our professionalism, friendliness and diligence.
Staff Reviews
Read our superb individual staff member reviews. You are in safe hands at McMillan Financial Advice.
The reviews shown above have been gathered and displayed directly through VouchedFor and have not been verified by SJP.
