Trusted Financial Advisor in Portsmouth
At McMillan Financial Advice, we are dedicated to helping individuals and families navigate the complexities of financial planning with confidence. We promise to be open, honest and professional. This way, you get advice you can trust and a plan that works for you now and later.
We understand that financial decisions affect every part of your life, so we offer guidance that is clear, reliable and specifically designed to meet your individual priorities and circumstances.. If you are starting your financial planning or want to improve your current strategy, we are here to help you.
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.
Local Financial Advice You Can Trust in Portsmouth
As a financial advisor in Portsmouth, McMillan Financial Advice supports people at every stage of life. We understand that money decisions can feel complex and sometimes overwhelming. That is why we focus on clear advice and simple explanations. You will always know what your options are and why they matter.
We work with individuals, families and business owners across Portsmouth. Whether you are planning ahead, reviewing your finances or dealing with a life change, we are here to help. Our advice is practical, honest and tailored to your situation. With a local, personal approach and ongoing support, we help you feel confident and in control of your financial future.
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 significant 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.
*Equity Release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
