What We Do
As financial advisers and planners, at Macmillan Financial Planning, we provide advice to individuals and businesses to help them meet their financial objectives.
We work with clients to help them make the most of their life. Our Chartered Financial Planners get a full picture of your lifestyle and what you want to achieve before giving you the best tools to achieve these. Whatever our recommendations, these are based on your individual circumstances with the aim of achieving the best outcomes.
Our services cover financial planning, wealth management, tax mitigation, pensions, savings and investments and much more.
With each client, we get to know you by discussing your own personal situation and goals. We are happy to work with any solicitors, accountants or other professionals you may currently use, or we can provide recommendations.
Gaining clarity, organisation and focus in your finances
Our aim at Macmillan Financial Planning is to help you obtain clarity, organisation and focus in your finances. As independent financial advisors, our recommendations are always based on your best interests.
We get to know you to establish the best way to achieve your ideal outcomes considering your overall personal circumstances. Our clients are at the heart of everything we do and we thrive on seeing you achieve financial security and peace of mind.
We strive to achieve the highest levels of personal service and develop life-long relationships with our clients to achieve their goals. Ultimately, we want to give you the confidence to live the life you want safe in the knowledge your finances will allow you to do so.
Find out more about our services and how we could help you.
