Trusted Financial Advisor in Lewes, East Sussex
At McMillan Financial Advice, we provide expert financial guidance to residents of Lewes and the surrounding areas, helping you make informed decisions that support your financial future. We work with clients across all stages of life, offering tailored strategies in retirement planning, investment management, family protection, estate planning, tax planning and mortgages. Each plan is designed to reflect your individual circumstances, priorities and objectives.
Our approach is built on thorough analysis and careful planning. Clients choose to work with us because of our reliable expertise and commitment to delivering results that meet their needs today and in the future.
Our Services Include:
Personalised Financial Planning
Create a roadmap for your money, from budgeting and saving to investing for your future.
Retirement & Pension Solutions
Plan for a secure, enjoyable retirement with strategies tailored to your lifestyle.
Estate & Legacy Planning
Protect your assets and ensure they are passed on efficiently to the people you care about.
Tax Strategy & Advice
Optimise your finances with guidance that minimises liabilities while staying fully compliant.
Investment Guidance
Build a diversified portfolio that balances growth with your tolerance for risk.
Protection & Later Life Planning
Safeguard your family’s financial wellbeing with life insurance and planning for later life.
Mortgages & Specialist Banking
Access competitive mortgage options and bespoke banking solutions designed around you.
Why Work With Us?
We provide financial guidance tailored to your specific circumstances and our advisors take the time to understand your current finances, your short- and long-term goals, as well as any concerns you may have, so we can provide advice that is practical and relevant to you.
Our team of fully qualified financial advisors has experience across a wide range of areas, including retirement planning, investment management, estate planning, tax planning, protection and mortgages. We work with you to identify opportunities and develop strategies designed to help you achieve your financial objectives.
We also ensure your plan stays on track through regular reviews, adjusting recommendations as your personal or financial circumstances change.
Get in Touch
Speak with a financial advisor in Lewes today for a no-obligation consultation. Let us help you plan confidently for your future and guide you every step of the way.
Call 01273 390 561 to start your journey toward financial security with expert, personalised 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.
