Trusted Financial Advisor in Bournemouth
At McMillan Financial Advice, we understand that your financial plan should reflect your life, goals and ambitions. Our experienced financial advisors will take the time to get to know you personally, creating clear and practical strategies to help you achieve your short and long-term financial objectives.
So, if you’re planning for retirement, investing for the future or looking to protect your family, we offer expert advice that you can trust. Our goal is to give you the confidence to make sound financial decisions, whatever your stage of life.
Why Choose McMillan Financial Advice?
- Local financial advice with a personal touch – we take the time to understand what matters most to you
- Tailored financial planning to suit your lifestyle, goals and priorities
- Ongoing reviews to ensure your plans adapt as your life changes
- Access to a wide range of financial products and services
- Long-term support focused on growing and safeguarding your financial wellbeing
Our clients stay with us because they value our honest advice, transparent communication and the peace of mind that comes from having a trusted financial partner by their side.
Please note: The value of an investment with St. James’s Place is linked to the performance of the funds selected and can fall as well as rise. You might get back less than you invest. Your home could be repossessed if mortgage repayments are not maintained.
Our Financial Services
We offer a comprehensive range of services designed to support every stage of your financial journey:
- Investment Advice
Grow your wealth with personalised investment strategies tailored to your goals, timeline and attitude to risk. - Pension & Retirement Planning
Plan ahead for a comfortable retirement with expert pension advice and long-term strategies that reflect the lifestyle you envision. - Tax Planning & Estate Advice
Ensure your wealth is managed efficiently and passed on according to your wishes with forward-thinking tax and estate planning. - Everyday Financial Planning
From budgeting to major life decisions, we provide practical advice to keep you financially confident and in control. - Family Protection & Insurance
Safeguard what matters most with tailored protection plans, including life insurance and critical illness cover for added peace of mind. - Mortgage & Property Advice
Clear, supportive advice on buying your first home, remortgaging or exploring equity release. We help you make informed property decisions. - Business Financial Planning
Specialist advice for business owners, including workplace pensions, insurance solutions and succession planning.
Our Approach
Your journey with McMillan Financial Advice begins with a friendly, no-obligation consultation, either in person or online at your convenience. We’ll take the time to understand your financial situation, aspirations and any concerns you may have.
From there, we build a bespoke financial plan that reflects your goals and investment preferences. Once you’re happy, we take care of the setup, paperwork and implementation, so you can move forward with confidence.
We don’t stop there. We stay in touch with regular reviews, making sure your plan continues to support you as your life evolves.
Take the First Step Towards Financial Clarity
Contact us today to arrange your free consultation with a financial advisor in Bournemouth. Let McMillan Financial Advice help you build a secure, confident future with trusted financial planning.
