Professional Financial Advisor in Rottingdean
At McMillan Financial Advice, we know that managing money is personal. Our financial advisor in Rottingdean offers straightforward financial advice to help you plan for today and prepare for tomorrow. From pensions and investments to family protection, we create financial plans that are tailored to your situation and long-term goals.
Serving clients across East Sussex, our financial advisers provide trusted financial planning designed to give you clarity, confidence and peace of mind.
Why Work With McMillan Financial Advice?
- Friendly local financial advisers who take time to understand your priorities
- Tailored financial planning to help you reach your goals
- Regular reviews so your plans adjust as life moves forward
- Access to a wide choice of financial products and services
- A focus on protecting and strengthening your long-term financial security
Our clients often recommend us because we combine expert knowledge with an approachable style, delivering clear guidance at every stage of their financial journey.
Our Services: Complete Support for Your Financial Plans
At McMillan, we offer a wide range of financial services to help you take control of your finances and plan ahead with confidence.
- Investment Strategies: Advice designed to grow your wealth in line with your personal objectives.
- Retirement & Pension Planning: Create pension plans that support the lifestyle you want when you stop working.
- Tax & Estate Planning: Ensure your money is managed efficiently and passed on in line with your wishes.
- Everyday Financial Planning: Practical advice to help you stay in control of your finances, whatever stage of life you are at.
- Protection for You and Your Family: Plans such as life cover and critical illness insurance for added peace of mind.
- Mortgage & Property Finance: Guidance on buying your first home, remortgaging, or releasing equity.
- Business Financial Advice: Specialist advice for companies, including pensions, protection and succession planning.
Our Approach
Your journey with McMillan Financial Advice begins with a friendly consultation. We listen carefully to your current circumstances, financial needs, and future goals. From this, we design a bespoke financial plan that reflects your priorities and attitude to investment risk.
Once you’re happy, we put the plan into action quickly and handle all the administration on your behalf. We continue to work with you over time, reviewing your financial planning regularly to ensure it adapts to your changing life and financial objectives.
If you’re looking for a reliable financial advisor in East Sussex, we’re here to help. Contact McMillan Financial Advice on 01273 390 561 and start building clear, practical financial plans with expert support.
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.
