Trusted Financial Advice in Guildford
Managing your finances can feel complicated, but it doesn’t have to be. A McMillan financial advisor will provide clear, practical advice tailored to your goals, helping you make confident decisions for today and tomorrow. If you want to grow your wealth, plan for retirement or protect your family, we take the time to understand what matters most to you.
We offer flexible appointments to fit your lifestyle, making it easy to get professional advice when you need it.
Why Choose McMillan Financial Advice?
Working with our financial advisors gives you clarity, structure and peace of mind. We can help you:
- Plan for retirement – understand your pensions and future income.
- Manage savings and investments – grow your wealth safely and effectively.
- Protect your family – choose the right insurance and coverage for peace of mind.
- Reduce financial uncertainty – make confident, informed decisions.
- Adjust plans as life changes – your plan evolves as your goals and circumstances do.
Our Financial Planning Services
Retirement Planning
Create a retirement plan that matches your lifestyle goals and income needs.
Investments & Savings
Receive advice on how to make your money work harder while managing risk.
Protection & Insurance
Ensure your family, income and lifestyle are safeguarded against the unexpected.
Financial Reviews
Keep your plan on track with regular reviews and adjustments.
Trusted, Local Advice
Financial planning should feel supportive, not intimidating. Our clients appreciate our calm, clear and friendly approach. We answer your questions, explain your options in plain language and guide you every step of the way.
Serving Guildford and Surrounding Areas
Being locally based allows us to provide a personal service built on trust and long-term relationships. We proudly support clients across Guildford and nearby communities, helping them feel secure about their financial future.
Contact us today to arrange a consultation with a financial advisor. Call us on 01273 390 561 today!
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.
