Financial Advisors and Planners in Crawley
At McMillan Financial Advice, we are experienced financial advisors in Haywards Heath, West Sussex and the RH16 area. We offer expert guidance to help you make confident financial decisions. Whether you're planning for retirement, growing your investments, or reviewing your financial affairs, our team of financial advisors is here to support your goals every step of the way.
We understand that no two clients are the same. That’s why we tailor our financial services to fit your unique circumstances, always putting your needs first.
From first consultation to long-term planning, we provide clarity and confidence, giving you peace of mind about your future.
Why Choose McMillan?
- Local knowledge from experienced financial advisors
- Confidential, professional advice tailored to your lifestyle and needs
- Fully qualified financial advisors with proven results
- Transparent communication and advice you can rely on
- Regular reviews to keep your plans on track
Our clients stay with us because we listen, adapt and guide, ensuring your financial planning evolves with your life.
A Wide Range of Financial Services
At McMillan, we offer a wide range of financial services to help you take control of your finances and plan ahead with confidence.
- Financial Planning: Tailored plans to help you budget, save and invest for key life goals.
- Retirement & Pension Planning: Prepare for a secure, comfortable retirement with expert guidance.
- Estate Planning: Ensure your assets are passed on according to your wishes with careful planning and tax efficiency.
- Tax Planning: Advice to help minimise tax liability while staying compliant with current legislation.
- Investment Advice: Clear, risk-aware investment strategies built around your goals and values.
- Protection & Later Life Planning: Support with life insurance and protecting your family’s financial wellbeing.
- Mortgage & Specialist Banking Access*: We connect you with competitive products and private banking services to suit your needs.
Talk to a Financial Advisor
Contact McMillan Financial Advice today to book a no-obligation consultation. Let’s explore how we can support your future with expert advice and long-term partnership. Call 01273 390 561 to explore how we can support your future with expert advice
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.
