Business Owners

Business services

At Macmillan Financial Planning, we can help you focus on the future and spend time getting to know you and understand the plans that should be made now to organise your finances to support the lifestyle you want to have in the future.

Get in touch to see how we can help.

Protecting your business

Key person, stakeholder and partnership protection can provide a fixed sum should the person be unable to work.

Do you have a key employee, shareholder or partner within your firm who is an integral part of the business and its day-to-day running? Many business owners protect these key employees to provide a fixed sum should they be unable to work or even die.

The benefit amount is designed to cover your expenses for any emergency costs, recruitment of a replacement employee and to protect the future of the business.

If a shareholder were to pass away, the remaining shareholders or directors may want to purchase the deceased’s shares from their estate promptly to maintain control of the business. The same scenario also applies to partners in a firm.

Protecting your business now may help reduce additional stress and worry should someone be unable to work at any point in the future.

Would you like to discuss how best to protect your business? Get in touch to discuss your circumstances.

Business services

Key person, stakeholder and partnership protection can provide a fixed sum should the person be unable to work.

Lifestages

Pre Retirement

Post Retirement

Estate Planning

Business Owners

Graeme has provided us with timely, sufficient information for us to monitor performance; he is quick to respond to any queries and remains proactive, bringing new ideas for consideration on a regular basis.

Graeme offers clear and very efficient communication at every stage of the on-boarding process and beyond. He is clearly service-driven and he articulates complex financial opportunities in a manner that not only matches our needs but also brings clarity to our decision-making. Mar 2025

Graeme, of Macmillan Financial Planning, has provided me with an invaluable service since suddenly being widowed almost 12 years ago. He has taken care of me with patience and understanding and I cannot recommend him highly enough. Mar 2025

Graeme and Jacqui provide an excellent professional service with a lightness of touch that belies their depth of knowledge and experience. They were exactly the service we were looking for as we looked towards planning our retirement. May 2025

Graeme Macmillan financial planning gives value for money and perfect advice on which is best way forward for his individual clients and their portfolios, his advice is very clear and understandable to someone who is not financially savvy like myself. Aug 2025

Always helpful and supportive and provides a very personal service. July 2026

Having an adviser who I can call or meet face to face is absolutely fantastic; any queries or advice are always attended to in a manner which surpasses any electronic communication. July 2026

Over the years, Graeme has provided excellent advice, tailoring his advice to reflect our needs and priorities. I have no hesitation recommending Macmillan Financial Planning for all aspects of investment and pensions management.

Great advice and guidance given whenever we need it. Feel very assured that our finances are being managed extremely well especially with unpredictable global events happening almost daily! Jan 2026

I have recommended Graeme to several of my friends and have always found him knowledgeable, reasonable and easy to get in touch with. He provides a great service. December 2025

Macmillan Financial Planning have provided an excellent and comprehensive service, always available to respond to any queries we may have. Aug 2025

As always, friendly and professional. Takes the time to ensure a good understanding of the workings of the portfolio and demonstrates different scenarios that are easy to understand. Sep 2025

We trust Graeme, he is approachable and good listener and at the same time is professional and considerate. He has strong analytical skills and in-depth knowledge which enables him to provide good objective judgement. All of these qualities amount to integrity in a valued service.

Business owners

Business services

Key person, stakeholder and partnership protection can provide a fixed sum should the person be unable to work.

Lifestages

Pre Retirement

Post Retirement

Estate Planning

Business Owners

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Graeme has provided us with timely, sufficient information for us to monitor performance; he is quick to respond to any queries and remains proactive, bringing new ideas for consideration on a regular basis.

Graeme offers clear and very efficient communication at every stage of the on-boarding process and beyond. He is clearly service-driven and he articulates complex financial opportunities in a manner that not only matches our needs but also brings clarity to our decision-making. Mar 2025

Graeme, of Macmillan Financial Planning, has provided me with an invaluable service since suddenly being widowed almost 12 years ago. He has taken care of me with patience and understanding and I cannot recommend him highly enough. Mar 2025

Graeme and Jacqui provide an excellent professional service with a lightness of touch that belies their depth of knowledge and experience. They were exactly the service we were looking for as we looked towards planning our retirement. May 2025

Graeme Macmillan financial planning gives value for money and perfect advice on which is best way forward for his individual clients and their portfolios, his advice is very clear and understandable to someone who is not financially savvy like myself. Aug 2025

Always helpful and supportive and provides a very personal service. July 2026

Having an adviser who I can call or meet face to face is absolutely fantastic; any queries or advice are always attended to in a manner which surpasses any electronic communication. July 2026

Over the years, Graeme has provided excellent advice, tailoring his advice to reflect our needs and priorities. I have no hesitation recommending Macmillan Financial Planning for all aspects of investment and pensions management.

Great advice and guidance given whenever we need it. Feel very assured that our finances are being managed extremely well especially with unpredictable global events happening almost daily! Jan 2026

I have recommended Graeme to several of my friends and have always found him knowledgeable, reasonable and easy to get in touch with. He provides a great service. December 2025

Macmillan Financial Planning have provided an excellent and comprehensive service, always available to respond to any queries we may have. Aug 2025

As always, friendly and professional. Takes the time to ensure a good understanding of the workings of the portfolio and demonstrates different scenarios that are easy to understand. Sep 2025

We trust Graeme, he is approachable and good listener and at the same time is professional and considerate. He has strong analytical skills and in-depth knowledge which enables him to provide good objective judgement. All of these qualities amount to integrity in a valued service.

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