At Macmillan Financial Planning we aim to give you peace of mind by helping you organise your finances to live the life you want, with confidence
At Macmillan Financial Planning, we work with you to understand the lifestyle you lead now and the one you want to lead in the future. We then calculate your lifetime cashflow and advise you on the best possible plans to put in place to make this dream a reality.
We can help you at any stage in your life but typically we can help you at the following times:
At Macmillan Financial Planning we get to know you and understand where you want to go in the future. There is no 'one size fits all' approach.
Based in Ross-shire and serving clients throughout the Highlands and Islands and wider Scotland and the UK, we are here to help you live the life you want.
To find out more about the difference between Financial Planning and financial advice see our article here "Financial Planning or financial Advice"
Everyone is different. That's why at Macmillan Financial Planning, you tell us about your current situation, your financial objectives and when you want to achieve them. We develop a tailored, practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Prof. N Simco
Prof. N Simco
R & P Murray