Trusted Financial Advisors in Crowborough
At McMillan Financial, we offer expert, client-focused financial advice to individuals, families and business owners in Crowborough and the surrounding East Sussex area. Our experienced financial advisors are here to guide you every step of the way, whether you’re planning for retirement, building your investment portfolio, or protecting your wealth for future generations.
Our approach is personal and proactive. We take the time to understand your vlaues and goals before creating a tailored financial plan that supports your lifestyle, now and in the future.
Why Choose a McMillan Financial Advisor
- Local knowledge, personal service
- Tailored financial planning
- Straightforward, transparent advice
- Long-term support and trusted relationships
Clients choose McMillan Financial because we combine professional expertise with genuine care. We’re known for our attention to detail, responsive service and commitment to helping you achieve lasting financial security.
Comprehensive Financial Services
At McMillan Financial, we offer a comprehensive range of financial services designed to grow, protect and manage your wealth - no matter where you are in life or business:
- Investment Strategy Guidance – Develop a robust investment strategy aligned with your goals, with a focus on long-term growth, financial stability and effective risk management
- Retirement Planning – Create a clear path to retirement with financial strategies designed to support the lifestyle you envision
- Tax & Estate Planning – Protect your wealth and plan ahead for future generations with effective tax-saving and estate transfer solutions
- Financial Planning – Align your income, savings, and spending with a customised plan that supports both short-term goals and long-term success
- Later Life & Protection – Prepare for the unexpected and ensure peace of mind for yourself and your loved ones with tailored protection solutions
- Mortgage Advice & Specialist Banking – Recieve expert advice on competitive mortgage products and private banking services
- Corporate & Business Planning – From succession plans to staff benefits, we help business owners and directors make informed, strategic decisions
Working With You
Choosing a financial advisor in Crowborough is about more than getting advice - it’s about building a lasting partnership. At McMillan Financial, we take time to understand your values, priorities and long-term vision. We provide tailored, evolving advice that adapts with you.
We’re with you every step of the way, providing clarity, consistency and care. Not just for one decision, but for the entire journey.
Start Your Financial Journey with Confidence
Call McMillan today on 01273 390 561 to arrange your no-obligation consultation with one of our expert advisors.
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.
