Financial Advisor in Burgess Hill
At McMillan Financial Advice, we provide clear, trusted financial guidance to individuals, families and businesses in Burgess Hill and the wider Sussex area. We focus on removing the complexity from financial advice, helping you feel informed, confident and in control of your decisions
We always take the time to understand your goals and concerns before building a strategy that works specifically for you. This means that if you are planning for retirement, growing investments, buying property or protecting your family’s future, our financial advisors will guide you every step of the way.
Financial Advice Services:
Personal Financial Planning
We help you take control of your finances, balance everyday needs with long-term goals and create a strategy that adapts as your circumstances change.
Retirement & Pension Planning
Your retirement should be a time of freedom and security. We work with you to plan how much you’ll need, review your pensions, and structure a retirement strategy that ensures you can enjoy the lifestyle you want.
Estate & Legacy Planning
Passing on wealth is about protecting what you’ve built and leaving a legacy for those you care about. We help you plan effectively to minimise risks and ensure your wishes are respected.
Tax Planning & Advice
Smart tax planning can make a huge difference to your finances. We provide clear, practical recommendations to help you remain compliant while maximising efficiency.
Investment Management
From cautious investors to those seeking growth, we help build and manage investment portfolios aligned with your goals and risk profile, ensuring your money works as hard as you do.
Protection & Later Life Planning
Life is unpredictable. With tailored protection plans in place you can feel confident that your family and future are safeguarded.
Mortgages & Specialist Banking*
Access exclusive mortgage deals and banking solutions that may not be available on the high street, giving you greater choice and flexibility.
Why Choose McMillan?
Choosing the right financial advisor is an important decision. At McMillan, we pride ourselves on:
- Personalised Service – We don’t believe in one-size-fits-all advice. Every plan is designed around your needs and reviewed regularly to stay relevant.
- Local Knowledge – As a trusted financial advice firm serving Burgess Hill and Sussex, we understand the challenges and opportunities faced by local families and businesses.
- Professional Expertise – Our team brings years of experience across pensions, investments, mortgages, tax planning and estate management.
- Long-Term Support – Our relationship doesn’t end with one meeting. We’re here to review your progress, adapt your strategy and provide ongoing guidance as life evolves.
- Clarity & Transparency – We cut through jargon, explain options in plain English and ensure you always feel informed and in control.
Speak to a Financial Advisor Today
Your financial future deserves careful planning and the sooner you start, the greater your opportunities. With McMillan Financial Advice, you’ll receive clear, professional guidance designed to give you peace of mind today and security for tomorrow.
Call 01273 390 561 to book your no-obligation consultation with a financial advisor in Burgess Hill.
Your home 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.
