01273 390 561

Client Area

Personal Services

At McMillan Wealth Consultants, we want to take the worry out of financial planning so you can rest assured that you’ll get the most out of your hard-earned wealth now and later in life.

Our professional financial advisers can help you with all aspects of personal wealth management and financial planning, including:

  • Investing for income
  • Tax and estate planning
  • Retirement planning and pensions
  • Later life services
  • Mortgages and access to specialist banking*

Whether you are self-employed and need help arranging your pension, are thinking about life in retirement or simply want to make sure your loved ones are well-provided for after your death, our extensive range of personal wealth management services can help you plan for all stages of life.

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.

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

Find out more about our services below or please get in touch with any questions.

Financial Planning

Working with you to understand your financial needs and goals to create a tailored plan.

Investment Planning

Let us help you get the most from your investments with a choice of risk-rated portfolios.

Tax and Estate Planning

Pass on your wealth to loved ones to help support them after your death.

Retirement Planning

Planning and investment solutions for retirement strategies and pension funds.

Protection and Later Life

Solutions for the peace of mind that your family, assets and estate are protected.

Mortgages and Banking

Borrowing options on a range of mortgages from across the market.

Interested in finding out more?

Call 01273 390561 to speak to an adviser

Get in touch > Request a callback