At McMillan Wealth Consultants, we aim to be your first port of call for advice around your financial matters.

We know that some organisations within the finance industry don’t always come with the strongest of reputations, which is why we believe in a friendly and face to face approach in all our consultancy work.

The core of our business is built on integrity, teamwork and providing exceptional service and, since we began in 2015, we have established strong working relationships with both individuals and businesses. Our team has a variety of experience from different backgrounds and sectors, giving us wider insight and understanding for many people’s financial requirements – whether these be personal or corporate.

Our trusted team of wealth management consultants can provide you with advice across all areas of wealth management, including:

  • Financial planning
  • Investment planning
  • Tax and estate planning
  • Retirement Planning
  • Protection and later life planning
  • Mortgages and access to specialist banking*
  • Corporate planning and employee benefits

Your home may be repossessed if you do not keep up repayments on your mortgage.

*Please note that these services are separate and distinct from those offered by St. James’s Place.

St. James’s Place Charitable Foundation

We’re also big believers in charitable giving and proudly support the St James’s Place Charitable Foundation. Formed in 1992, the Foundation is the charitable arm of the St. James’s Place Wealth Management Group and has so far raised and distributed over £110 million to help make a significant difference to the lives of children and young people.

The Foundation supports hundreds of charities under the following themes:

  • Children & Young People
  • Mental Health
  • Cancer Support
  • Hospices

For more information on the St. James’s Place Charitable Foundation and to find out how to apply for a grant please click here.

Registered Charity Number 1144606

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Interested in finding out more?

Call 01273 390561 to speak to an adviser