We provide wealth management advice to clients both within the City of London, The Home Counties and more widely throughout the South East of England.
McMillan Wealth Consultants have established many working relationships with individuals and businesses. Our team has a variety of experience, coming from different backgrounds within different sectors and we have a wide insight and understanding for many people’s financial requirements – whether these be personal or corporate.
We have advisers that due to their experience and knowledge offer specialist advice in the following areas:
- Retirement Planning including reviewing previous pension arrangements.
- Investment Planning
- Equity Release*
- Protection Planning – Life Insurance, Critical Illness Cover and Income Protection
- Inheritance Tax Planning
The core of our business is built on integrity, team work and providing exceptional service.
Charity is also important to our company and we have our own charity that has been set up to provide funding towards scholarships for young under-privileged children in the arts and entertainment industry.
*To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.