Trusted Financial Advisor Coventry
At McMillan Financial Advice, we believe financial plans should reflect your life and ambitions. Our financial advisor in Coventry will take time to understand your personal goals, helping to build clear, practical strategies aiming to achieve them. Whether it’s pension investment, protecting your family, or planning for the future, we offer reliable advice to help you make confident financial decisions.
Many of our clients recommend us to friends and family thanks to our approachable style, professional service, and personalised financial guidance.
Why Choose McMillan Financial Advice?
- Local financial advisers who take time to understand your individual needs
- Tailored advice to suit your personal and financial priorities
- Regular reviews help to keep your financial plans on track as life evolves
- Access to a broad choice of financial products and services
- A long-term focus on protecting and growing your financial wellbeing
Clients stay with us because they value our honest advice, clear communication and the lasting peace of mind we offer through carefully designed financial planning.
Our Services
- Investment Advice: Tailored guidance to help grow your wealth, always aligned with your risk preferences.
- Pension & Retirement Planning: Create effective pension investment plans that support the lifestyle you aim for in retirement.
- Tax Planning & Estate Advice: Plan ahead to manage your wealth efficiently and pass it on in line with your wishes.
- Everyday Financial Planning: Practical advice for daily financial decisions and major life goals, keeping you in control.
- Family Protection & Insurance: Financial plans to protect you and your loved ones, including critical illness cover for greater security.
- Mortgage & Property Advice: Clear, friendly advice on mortgages, including help for first-time buyers, remortgaging and equity release.
- Business Financial Planning: Support for businesses with pension schemes, insurance, and succession planning.
Equity release is a lifetime mortgage. To understand the features and risks associated with such products, please ask for a personalised illustration.
How We Work With You
Your journey with McMillan Financial Advice starts with a relaxed, no-obligation meeting. We’ll get to know your current situation and what you want to achieve. From there, we’ll design personalised financial plans that fit your goals, priorities, and comfort with investment choices.
Once you’re completely satisfied, we’ll put your plans in place quickly and handle all the paperwork. We stay in regular contact, reviewing your plans to keep them aligned with your changing needs and future ambitions.
Contact Us Today
Call on 01273 390 561 to arrange your consultation. Discover how McMillan Financial Advice can help you take control of your financial plans and work towards a more secure future.
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.
Equity Release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
