Financial Advisor Portsmouth
At McMillan Financial Advice, we are dedicated to helping individuals and families navigate the complexities of financial planning with confidence. Our commitment to transparency, integrity and professional excellence ensures that you receive advice you can trust and a plan that works for you both now and in the future.
We understand that financial decisions are deeply personal and we take pride in providing a service that is not only technically robust but also genuinely tailored to your life. If you're taking your first steps towards financial planning or looking to refine an established strategy, we are here to support you every step of the way.
What Sets McMillan Financial Advice Apart?
- Personalised, Local Service - Financial advice rooted in what matters most to you
- Tailored Planning, Real Results - Strategies aligned with your lifestyle and ambitions
- Flexible, Ongoing Support - Regular reviews to keep your plan on track as life evolves
- Comprehensive Product Access - A broad range of trusted financial tools at your fingertips
- Lifelong Financial Partnership - We're here for the long haul, focused on your financial wellbeing
Our clients continue to work with us because they value honest advice, open communication and the reassurance of having a trusted partner by their side.
Financial Services That Grow With You
Investment Planning
We develop customised investment solutions designed to grow your wealth while matching your goals, risk tolerance and timeline.
Retirement and Pension Advice
Plan your retirement with clarity and confidence. Our experts craft strategies to help you achieve the lifestyle you want when you stop working.
Tax and Estate Planning
Protect your assets and minimise tax liabilities with thoughtful estate and tax planning, helping to ensure your wealth is preserved and passed on according to your wishes.
Everyday Financial Guidance
From budgeting to big financial decisions, we provide practical advice to help you stay in control of your finances.
Protection and Insurance
Safeguard your family and income with personalised protection plans, including life insurance and critical illness cover.
Mortgage and Property Advice
Whether buying a home, remortgaging or releasing equity*, we offer clear, informed advice to guide your property decisions.
Business Financial Solutions
Supporting business owners with pension schemes, insurance and succession planning tailored to your company’s needs.
Our Process
Your financial journey with McMillan begins with a no obligation consultation, in person or online. We listen carefully to understand your goals, financial situation and concerns.
Next, we create a tailored financial plan designed to meet your objectives. After you approve, we manage all the details and paperwork.
We maintain ongoing contact, regularly reviewing your plan to ensure it adapts as your life and goals change.
Take the Next Step
Contact McMillan Financial Advice today to schedule your consultation with a Financial Advisor in Portsmouth.
Let us help you build a secure financial future with a plan that works for you!
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.
* This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration
