Trusted Financial Advisor Heathfield
Making the right financial decisions starts with clear, practical guidance. Our team of experienced advisors in Heathfield provides expert guidance on retirement planning, investment management and strategies to help you take control of your finances.We take the time to understand your circumstances and long-term goals, then develop strategies that are tailored, actionable and designed to give you lasting peace of mind, today and in the future.
Our Services Include:
- Financial Planning – Straightforward, tailored plans to manage your money, savings and investments.
- Retirement & Pensions – Expert strategies to help you enjoy a secure and comfortable retirement.
- Estate & Legacy Planning – Protect your wealth and ensure an efficient transfer of assets.
- *Tax Advice – Practical, compliant tax guidance to make the most of your finances.
- Investment Management – Bespoke portfolios that align growth opportunities with your risk profile.
- Protection & Later-Life Planning – Insurance and financial planning solutions to safeguard your family’s future.
- *Mortgages & Specialist Banking – Access to personalised mortgage and banking options.
Why Clients Choose McMillan Financial Advice
At McMillan Financial Advice, we believe effective financial guidance begins with a clear understanding of your life, goals and concerns. Our advisors take the time to learn about your current circumstances and long-term ambitions, so the advice we give is practical, personal and relevant. That’s why we regularly review your progress and adjust recommendations as your situation changes. This ensures your strategy remains aligned with your evolving priorities and goals.
Trusted Across Heathfield & Sussex
Our commitment to providing clear, tailored advice has earned us a strong reputation throughout Heathfield and the wider Sussex area. We are proud to be consistently recommended by our clients and to hold a record of five-star reviews.
Start Planning With Confidence
Taking control of your financial future doesn’t have to be daunting. Arrange a no-obligation consultation with an experienced financial advisor in Heathfield and take the first step toward financial clarity and peace of mind.
Call 01273 390 561 to get started today.
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 and specialist tax advice involves the referral to a service which is separate and distinct to those offered by McMillan Financial Advice and St. James's Place.
