Financial Advisor in West Sussex
At McMillan Financial Advice, we provide clear and practical financial advice to individuals and families across West Sussex. Our experienced financial advisers help you make confident financial decisions, whether you are planning for retirement, reviewing pensions and investments or looking to improve your overall financial situation.
We take the time to understand your goals, priorities and concerns before creating tailored financial planning solutions. Our aim is to support your long term financial security and give you lasting peace of mind.
Our Financial Services:
- Financial Planning – Personalised financial planning to help you manage income, savings and spending while working towards your long term goals.
- Retirement Planning & Pensions – Clear guidance on pensions and retirement planning to help you prepare for a comfortable and secure future.
- Investments – Professional support with investments, helping you balance growth and risk in line with your financial objectives.
- Estate Planning – Plan ahead with estate planning solutions that help protect your assets and support future generations.
- Equity Release – Careful advice on equity release where appropriate, ensuring decisions are made with full understanding and confidence.
- Protection & Later-Life Planning – Solutions designed to protect you and your family while supporting financial stability in later life.
- Mortgages & Specialist Banking* – Access tailored mortgage options and specialist banking services through trusted referral partners.
Why Choose McMillan Financial Advice in West Sussex
We believe good financial advice starts with listening. Our advisers take time to understand your current finances, your long term aims and any challenges you may be facing. This allows us to provide advice that is relevant, practical and easy to act on.
We also provide ongoing reviews, adjusting your plan as your financial situation changes. This ensures your strategy remains aligned with your goals over time.
Our commitment to clear communication and personal service means clients often highly recommend our team and recommend their services to others across West Sussex.
Take the Next Step
Planning your financial future does not need to feel overwhelming. Speak with a financial advisor in West Sussex for a no obligation consultation and take the first step towards greater financial confidence and security.
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.
