McMillan Financial Advice - Brighton

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McMillan Financial Advice: A Trusted Financial Partner

For individuals and families seeking comprehensive and reliable financial guidance, McMillan Financial Advice stands as a respected name within the Brighton and Hove area. The firm, located at 86A High St, Rottingdean, Brighton and Hove, BN2 7HF, United Kingdom, offers a dedicated service focused on empowering clients to achieve their financial goals. With a commitment to transparency and personalized attention, McMillan Financial Advice provides a range of services designed to address diverse financial needs.

Specializations and Services

McMillan Financial Advice distinguishes itself through its multifaceted approach to financial planning. Their core competencies encompass:

• Financial Planning: They develop tailored strategies to help clients manage their overall financial situation, encompassing budgeting, savings, and long-term financial security.
• Investment Services: The firm assists clients in building and managing investment portfolios aligned with their risk tolerance and objectives.
• Life Insurance Agency: McMillan Financial Advice provides expert guidance on securing appropriate life insurance coverage to protect loved ones.
• Mortgage Broker: They act as a trusted intermediary, helping clients navigate the complexities of the mortgage market to secure the most favorable loan terms.

Location and Accessibility

The firm’s physical address, 86A High St, Rottingdean, Brighton and Hove, BN2 7HF, places them within a convenient location for clients in the region. McMillan Financial Advice demonstrates a commitment to inclusivity by offering a wheelchair-accessible entrance and a wheelchair-accessible toilet, ensuring accessibility for all visitors. Furthermore, they maintain toilets for client convenience. It is strongly recommended to schedule an appointment in advance to guarantee a dedicated advisor is available.

Client Feedback and Reputation

McMillan Financial Advice boasts an impressive average opinion of 5/5 based on 39 reviews on Google My Business. This exceptionally positive feedback suggests a consistent dedication to client satisfaction. Observations from these reviews indicate a particular strength in the firm's ability to simplify complex financial concepts, with advisors like Tom demonstrating a patient and thorough approach. The emphasis on clear communication and avoiding unnecessary product pressure highlights a client-centric philosophy – allowing individuals to make well-informed decisions regarding their financial future. The firm seems to prioritize understanding each client’s unique circumstances and crafting solutions accordingly.

Contact and Further Information

For detailed information and to schedule a consultation, please visit their website at mcmillanconsultants.co.uk. Alternatively, you can contact them directly by phone at 1273390561.

Concluding Recommendation

Considering the firm's comprehensive services, accessible facilities, and overwhelmingly positive client feedback, McMillan Financial Advice appears to be an excellent choice for anyone seeking professional financial guidance. We wholeheartedly recommend that prospective clients explore the resources available on their website and, ultimately, contact the firm to discuss their individual financial needs – a proactive step towards securing a brighter financial future.

👍 Reviews of McMillan Financial Advice

Karen C.

5/5

Tom helped me with my pensions which were all over the place, all 8 of them which set him a challenge. He was very professional, explained every step of the process which was going to happen and did not over complicate explanations.
I would not hesitate to recommend Tom is anyone who needs help and advice regarding pensions.

julie 7.

5/5

Tom is absolutely brilliant and explains everything to me, so I understand about my pension. He doesn't push products on me. This allows me to make an informed choice about my pension. The advice he gives is great.

Ali B.

5/5

Zack Raven from McMillan Wealth has been my financial consultant for 3 years and I’ve found him to be professional, extremely knowledgeable particularly around final salary pensions, he has given me some very good advice which he explains in very simple terms which has helped me to decide on the best options for my pension portfolios, this has given me a much better return on my pension investments and more flexibility around my retirement plans. I would highly recommend Zack.

Linda G.

5/5

Martyna was very helpful getting me proactive re pension investment possibilities. Extremely pleasant to talk to, sending relevant paperwork promptly and available speak to when necessary.

Karen S.

5/5

Tom was very helpful and informative. Everything explained in 'english!'. there where no hidden shocks or surprises unlike some other places I spoke to, who seemed to hide their costs until the last minute. Really happy 1 year in, thanks.

Steven I.

5/5

I am writing this to thank Zack & his team for two great years of helping with my pension it was a workplace pension & after a long drawn out negotiation Zack got it changed in to a drawdown & it has paformed far beyond my expectations with McMillan Wealth so again I would like to say Thanks for all your help
STEVE I A Great full client & friend

Rebecca M.

5/5

I expected sorting out my finances to be complicated and confusing however Tom is fantastic. He explained everything so clearly, was patient, reassuring and friendly. I have complete confidence in McMillan Wealth Consultants and can now be reassured that I have everything in order from my pension, life insurance and our children’s ISAs. I would recommend McMillan Wealth Consultants (Tom Price) happily.

Sarah N.

5/5

I certainly recommend Tom Price at McMillan Wealth. His expertise, professionalism, and excellent communication skills made the financial planning process both informative and enjoyable. I felt well-informed and supported throughout the process and would confidently recommend him to anyone seeking financial guidance