Financial Advisor in Brentwood
At McMillan Financial Advice, we provide clear, personal financial advice to individuals, families and business owners in Brentwood and the wider Essex area. Our financial advisers focus on understanding what matters most to you so we can help you shape a secure financial future with confidence and peace of mind.
Whether you want to build wealth, protect assets or plan for later life, our guidance supports every stage of your journey. We take time to understand your values and priorities before developing a financial plan that fits your life both now and in the long term.
Why Choose a McMillan Financial Advisor in Brentwood
Local insight with personal service
We understand the needs of clients in Brentwood and offer a friendly, responsive approach.
Tailored financial planning
Your plan is created around your lifestyle, goals and long term ambitions.
Straightforward advice
We explain everything clearly so you feel informed and in control.
Ongoing support
We build lasting relationships that help you adapt to change and stay on track.
Clients trust McMillan Financial because we combine professional skill with genuine care. Our focus is on helping you make confident decisions that protect your financial future and support your wellbeing.
Comprehensive Financial Services
We offer a wide range of financial planning and wealth management services designed to grow and protect your assets. Our advice is tailored to where you are today and where you want to be in the years ahead.
- Investment Strategy Guidance: Build a strong investment approach that reflects your financial goals. We help you create a plan designed for long term growth and effective risk management.
- Retirement Planning: Shape a clear route to retirement with financial strategies that support the lifestyle you want. We help you understand your options and make informed choices.
- Tax and Estate Planning: Protect your wealth and plan for the future with effective tax planning and estate transfer strategies.
- Financial Planning: Align income, savings and spending with a realistic plan that supports both short term needs and long term success.
- Later Life and Protection: Prepare for the unexpected with protection solutions that offer peace of mind for you and your loved ones.
- Mortgage Advice and Specialist Banking: Access guidance on competitive mortgage products and private banking services.
- Corporate and Business Planning: From succession planning to employee benefits, we help business owners make strategic financial decisions with confidence.
Working With You
Choosing a financial advisor in Brentwood is about more than receiving advice. It is about building a partnership that lasts. We listen, understand and guide you through each step. Our support adapts as your life, goals and circumstances evolve.
You gain a trusted adviser who provides steady guidance through every stage of your financial journey.
Start Your Financial Journey Today
Speak to McMillan Financial Advice on 01273 390 561 to arrange a no obligation consultation with one of our advisers. We are here to help you plan with clarity and confidence.
Your home, or other property may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Specialist banking involves the referral to a service which is separate and distinct to those offered by McMillan Financial Advice and St. James's Place.
