Financial Advisor West Sussex
At McMillan Financial Advice, we provide clear, practical guidance to help you make the right financial decisions. Our professional advisors can help you plan for retirement, invest or simply manage your finances.
We create strategies that suit your individual needs and goals by taking the time to understand your situation and focus on delivering advice that is tailored and actionable. Our aim is to help you feel confident about your finances today and in the future.
Our Services:
- Financial Planning – Simple, personalised plans to manage your money, savings and investments.
- Retirement & Pensions – Strategies to help you build a secure and comfortable retirement.
- Estate & Legacy Planning – Protect your assets and plan for the efficient transfer of wealth.
- Tax Advice – Practical guidance to optimise your finances while staying fully compliant.
- Investment Management – Create a portfolio that balances growth with your risk preferences.
- Protection & Later-Life Planning – Life insurance and planning solutions to safeguard your family.
- Mortgages & Specialist Banking* – Access tailored mortgage and banking options.
Why Choose McMillan Financial Advice?
We believe that effective financial guidance starts with understanding you. Our advisors take the time to get a full picture of your current finances, your goals (both short and long term) and any concerns you might have. This allows us to provide advice that is not only practical but also relevant to your unique situation.
But our support doesn’t stop there. We regularly review your progress and adjust recommendations as your circumstances change, ensuring your strategy stays aligned with your evolving goals.
This commitment to our clients is why McMillan Financial Advice is highly recommended across West Sussex and consistently receives five-star reviews.
Take the Next Step
Planning for the future doesn’t have to be complicated. Speak with one of our financial advisors in West Sussex for a no-obligation consultation and start taking control of your finances today.
Call 01273 390 561 to begin your journey toward financial confidence and security.
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.
