Professional Financial Advisor in Shoreham-by-Sea
McMillan Financial Advice provides trusted, personalised support to individuals and families across West Sussex. Our experienced financial planners offer clear, practical financial advice designed to help you manage your financial affairs with confidence and purpose.
We take the time to understand your goals, priorities and concerns before creating a tailored financial plan that reflects your circumstances. Whether you are focused on retirement planning, investments or protecting your family’s future, our approach combines expertise with careful planning to help you achieve long-term stability.
Our Financial Services
We offer a full range of financial services to support every stage of your financial journey.
- Financial planning: Develop a structured plan to guide your spending, saving and investing decisions.
- Retirement and pension advice: Build a reliable strategy for a secure and comfortable retirement.
- Wealth management: Grow and protect your assets with professional investment and portfolio management.
- Estate and inheritance planning: Ensure your estate is managed and passed on according to your wishes.
- Tax and income planning: Receive advice to help reduce liabilities while remaining fully compliant.
- Family and protection planning: Safeguard your loved ones with appropriate cover and forward-looking strategies.
- Mortgage and lending advice: Access competitive mortgage products and tailored banking support.
Each service is delivered with care and attention, ensuring every client receives advice that is relevant, effective and easy to understand.
Why Choose Us
Working with a financial advisor in Shoreham-by-Sea offers reassurance that your finances are being handled with care and expertise. At McMillan Financial Advice, we believe in offering personal attention, clear communication and dependable results.
Our clients appreciate the quality of the service received, the transparency of our process and the genuine commitment we bring to every financial relationship. We combine local insight with years of experience across financial planning, investment management and wealth management to deliver meaningful and effective outcomes.
Financial Advice that Evolves with You
We also recognise that financial goals evolve over time. That’s why our advisors provide ongoing support, reviewing your financial affairs regularly and adjusting recommendations as your priorities or circumstances change. This ensures that your financial plan remains current, practical and fully aligned with your long-term objectives.
Speak With a Financial Advisor
Contact our team today to arrange a no-obligation consultation. We will take time to understand your financial goals, explain your options and develop a plan that brings clarity and confidence to your finances.
Call 01273 390 561 to speak with a financial advisor and take the first step toward managing your financial affairs with professional guidance and peace of mind.
Your home, or other property 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.
