Expert Financial Advisor in Horsham
At McMillan Financial Advice, we understand that every financial journey is personal. Our financial advisor in Horsham listens carefully to your needs and ambitions, then creates a clear, tailored plan to help you achieve your financial goals. From pension investment to protection against critical illness, we provide trusted advice that helps you make important financial decisions with confidence.
Our clients frequently recommend our services thanks to our prompt, professional approach and personalised support.
Why Work With McMillan Financial Advice?
- Friendly local financial advisers who understand your needs
- Personalised financial advice, in line with your priorities
- Ongoing plan reviews to adapt to your changing requirements
- Access to a wide choice of financial products
- A focus on building your long-term financial security
Many clients choose to stay with us because of our honesty, clarity and the peace of mind we bring to their financial planning.
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. Your home may be repossessed if you do not keep up repayments on your mortgage.
Our Services: Supporting Every Aspect of Your Financial Life
- Investment Guidance: Receive tailored recommendations designed to grow your wealth safely.
- Retirement & Pension Planning: Create a pension investment strategy that supports the lifestyle you want.
- Tax Efficiency & Estate Planning: Help ensuring your wealth is managed and passed on according to your wishes.
- Financial Planning: From managing day-to-day finances to planning for significant milestones, we offer straightforward advice to help you keep control of your money.
- Protection Against Life’s Uncertainties: Plans that safeguard you and your family, including critical illness cover.
- Mortgage & Property Finance: Expert advice on mortgages, including first-time buyer support, equity release and remortgaging options.
- Business Financial Solutions: Specialist advice for company pensions, protection and succession planning.
How We Work With You
Your financial journey with McMillan Financial Advice begins with an initial meeting, a consultation where we take time to understand your current financial situation and your financial goals. Based on this, and your attitude to investments, we design a personalised financial plan tailored to help you feel confident about your financial decisions.
Once you’re happy with the plan, we’ll implement it extremely promptly, managing all necessary paperwork and keeping you fully informed. As life changes, we provide regular reviews to ensure your financial planning stays aligned with your evolving needs, supporting your long-term financial security every step of the way.
Get in Touch Today
Call us on 01273 390 561 and let us help you take control of your finances and work towards your financial security.
