Expert financial consultant

Financial Advisor Tunbridge Wells

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.

Financial Advisor Tunbridge Wells

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

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.

Financial Advisor Tunbridge Wells
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.
SJP Approved
July 7, 2025
Personal Finance
We take time to understand your personal objectives and deliver bespoke solutions that are the right fit for you.
Corporate & Professional
Advice from our wealth management specialists can help support you in working towards your goals, leaving you to concentrate on your business.
Our Reviews
Incredible reviews from our very happy clients.
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