Independent Financial Advice
At McMillan Financial Advice, we provide independent, expert financial planning to individuals and families across Tunbridge Wells. Our advisors help clients grow their wealth, plan for retirement, protect their family's future and take control of their investments through clear, personalised advice.
We take the time to understand your circumstances and long-term goals. Every recommendation is tailored to suit your needs, with a focus on clarity and lasting value. We offer strategic guidance that evolves with you, providing ongoing support to keep your financial plans on track at every stage of life.
What Sets Us Apart?
- Independent, personalised advice – not tied to any provider
- Locally based, with deep understanding of Tunbridge Wells and the surrounding area
- A relationship-led approach built on trust and transparency
- Regular reviews and ongoing support to keep your finances on track
Our clients rely on us not only for our professional insight but also for the reassurance that comes from working with an advisor who listens, cares and delivers. Many of our relationships span years, even generations.
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 selected and the value can therefore go down as well as up. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
Trusted Financial Advisor in Tunbridge Wells
We aim to simplify the complexities of finance so you can make confident decisions about your money. Serving individuals, families and businesses across the South East of England, we break down your financial options and create actionable plans tailored to your unique situation. From managing investments to planning for retirement or protecting your assets, our goal is to give you peace of mind and control over your financial future.
All of our clients value our transparency, reliability and the peace of mind that comes with having a trusted advisor by their side.
Our Services
- Investment Planning – Strategies to grow capital and manage risk with purpose
- Retirement Planning – Clear paths to financial freedom later in life
- Tax & Estate Planning – Preserve wealth and pass it on efficiently
- Financial Planning – From daily budgeting to long-term goals
- Protection & Later Life Care – Safeguard your wellbeing and financial security
- Mortgage & Lending Access – Specialist lending solutions through trusted partners
- Business Financial Advice – Strategic planning for company pensions, protection, and exit planning
Get in Touch
Call 01273 390 561 to book a no-obligation consultation and take the next step towards a more secure financial future with a trusted financial advisor in Tunbridge Wells.
