Professional Financial Advisor in Horley, Surrey
Managing your finances becomes much easier when you have the right support. At McMillan Financial Advice, we provide clear and friendly guidance that helps you understand your money, make confident decisions and build long-term security. We take time to learn about your goals as well as your concerns. This allows us to create a plan that feels practical, achievable and tailored to you.
How McMillan Financial Advice Support You
Personal Financial Planning
We bring all areas of your finances into an organised financial plan. This includes income, savings, everyday spending and future goals. You gain a clear picture of your current situation and the steps that can strengthen your financial future.
Retirement and Pension Advice
We help you understand your pension options, how to grow your retirement savings and how to create a comfortable lifestyle for later in life. Everything is explained in a straightforward way so you can feel confident in your planning.
Estate and Legacy Planning
We guide you through protecting your assets and passing them on smoothly. This includes support with wills, family planning and long-term arrangements that reflect your wishes.
Tax Planning
We offer simple strategies that help you handle your tax responsibilities correctly while keeping more of your income. You receive clear explanations and practical advice that makes tax planning easier to manage.
Investment Support and Wealth Growth
We build investment portfolios that match your goals and comfort level with risk. You always understand how your money is invested and how your portfolio supports your long-term plans.
Family Protection and Long-Term Planning
We help you put important safeguards in place. This can include life insurance, income protection and long-range planning that supports your loved ones and brings stability to your future.
Mortgage and Lending Guidance
We provide clear guidance on choosing a mortgage or exploring lending options that suit your financial situation.
Why Choose Us?
Our approach focuses on honesty, clarity and long-term care. We listen to your needs, explain your options in plain language and create plans that genuinely fit your life.
People choose our service because we offer:
- Friendly, straightforward financial guidance
- Personalised plans built around real-life goals
- Clear explanations with no jargon
- Reliable, long-term support
- A trusted and approachable team
Start Building Your Financial Future
Planning your financial future does not need to feel difficult. Speaking with a financial advisor can give you the direction, reassurance and confidence you have been looking for.
A no-obligation consultation gives you the chance to ask questions, explore your options and see how our guidance can support your goals. You can start your journey toward clarity and long-term peace of mind by calling 01273 390 561.
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.
