Financial Advice in Sussex

Feel confident about your financial decisions with face-to-face advice from a Sussex-based team.

Step 1 of 3

What would you like help with?

Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.

Prefer to talk? Call 01273 390 561

Takes about a minute. No obligation to go further.

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Why McMillan for your finances

Straightforward conversations about your money, from a Brighton office you can walk into.

Local knowledge

We meet clients in Brighton, not a call centre. You can sit down with the same adviser who knows the area and the people in it.

Relationships, not transactions

Your adviser gets to know your family, your work and what you want life to look like before any recommendation is made.

Advice that sees the whole picture

Savings, investments, pensions, protection and property all connect. We look at how the pieces fit together.

Ongoing reviews

Plans drift as life moves on. We review yours regularly so you always know where you stand and what to do next.

How we can help

Financial planning

A clear, joined-up plan for your money, now and later.

Investment planning

Making your savings work harder, in line with your comfort with risk.

Pensions and retirement

Mapping out the income you'll want and how to get there.

Tax and estate planning

Passing on more of what you've built, tax-efficiently.

Protection and later life

Protecting your family and income if the unexpected happens.

Mortgages and banking

Guidance on borrowing and everyday banking arrangements.

What happens next

Three simple steps, at your pace.

1

We call for a no-obligation chat

A short conversation to understand your situation, no commitment either way.

2

We meet, at a time that suits you

In person at our Brighton office, or by video call if easier.

3

If it makes sense, we build a plan together

Clear next steps, only if you want to go ahead.