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About Us Working With You

Working with you

Our approachable, client-first culture is what helps us to stand out as a genuinely client-focused business.

We know that no two clients are the same and always ensure that we have a good understanding of your personal or business objectives in order to create and deliver solutions that are right for you.

Whilst we offer the benefit of a single relationship for all of your financial planning needs, we certainly don’t believe in off-the-shelf solutions and strive to offer the very best service and develop a long-term working relationship with you.

When you choose to work with McMillan Wealth Consultants, we can guarantee:

  • Personal face-to-face financial advice
  • Regular opportunities to review your financial affairs
  • Effective management of your investments via St. James’s Place Investment Management Approach
  • Keeping you informed of the latest news and any changes that might affect your personal situation
  • Listening to your feedback and acting upon it
  • Ensuring that our work is sensitive and responsive to your needs

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.

Partner Practice of St. James's Place

All our consultants are experts in their fields, with exceptional expertise in specific and often highly technical areas. If your circumstances require particular expertise that does not fall within our immediate team, we will consult with and introduce you to a specialist colleague from within the St. James’s Place Partnership, just as we are consulted on particular areas by other Partners.

Additionally, we often work alongside our clients’ own solicitors and accountants to provide a holistic and fresh perspective, ensuring that all aspects of your financial affairs are considered.

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