Trusted Financial Advisors in Worthing
At McMillan Financial Advice, we offer expert, client-centred financial planning services tailored to individuals and families in Worthing and the surrounding area. Whether you’re looking to build your investment portfolio, plan for a secure retirement, or protect your wealth for the future, our experienced financial advisors in Worthing are here to guide you every step of the way.
We take the time to understand your personal goals, financial situation and long-term ambitions. From there, we create a clear, practical strategy designed to give you confidence and control over your financial future.
Why Choose our Team?
- Local, trusted expertise in Worthing
- Personalised financial advice built around your unique goals
- Professional and transparent service at every stage
- We build long-term relationships with our clients built on clarity, trust and real results
Our clients value our honest guidance, attention to detail and consistent communication. Many choose to work with us for years-not just for financial peace of mind, but because we deliver results that matter.
Our Financial Services
We provide a full range of financial advisory services designed to support every stage of life and business:
- Investment Strategy – Make informed decisions with expert guidance to help grow your capital and manage risk effectively
- Retirement Planning – Plan with confidence for the lifestyle you want in retirement, with structured strategies that support your long-term security
- Tax & Estate Planning – Protect your assets with effecient strategies for wealth transfer and tax mitigation strategies
- Financial Planning – Stay on track with your goals through personalised planning that balances income, savings and lifestyle needs
- Later Life & Protection – Secure peace of mind for your well-being and loved ones
- Mortgage Advice & Specialist Banking – Access competitive mortgage solutions and bespoke private banking services
- Corporate & Business Planning – From employee benefits to succession planning, we offer strategic advice for business owners and directors
Financial Advice that Puts you First
As your dedicated financial advisers in Worthing, we begin every client relationship by getting to know what matters most to you. We take time to understand your lifestyle, values and ambitions. Ensuring our advice is always aligned with your evolving needs.
We’re not just here for one decision, we’re here for the journey. Our approach is built on clarity, trust and long-term support that delivers real, measurable outcomes.
Get in Touch
Ready to take control of your financial future? Call us today on 01273 390 561 to arrange a confidential, no-obligation consultation with one of our trusted financial advisors in Worthing.
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.
