McMillan Wealth Consultants - Brighton

Address: 86 High St, Rottingdean, Brighton and Hove, Brighton BN2 7HF, United Kingdom.
Phone: 1273390561.
Website: mcmillanconsultants.co.uk
Specialties: Financial planner, Investment service, Life insurance agency, Mortgage broker.
Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet.
Opinions: This company has 35 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of McMillan Wealth Consultants

☎️1273390561

⏰ Open Hours of McMillan Wealth Consultants

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

McMillan Wealth Consultants, located at Address: 86 High St, Rottingdean, Brighton and Hove, Brighton BN2 7HF, United Kingdom, is a reputable financial services provider. They can be reached at Phone: 1273390561.

Their website, mcmillanconsultants.co.uk, offers a wealth of information about their services, which include financial planning, investment services, life insurance agency, and mortgage brokerage.

Specialties

As a financial planner, McMillan Wealth Consultants helps clients to create a financial plan that is tailored to their individual needs and goals. They take into account factors such as income, expenses, and risk tolerance to create a plan that is both realistic and achievable.

Their investment services are designed to help clients to grow their wealth over time. They offer a range of investment options, including stocks, bonds, and mutual funds, and work with clients to create a diversified portfolio that meets their needs.

As a life insurance agency, McMillan Wealth Consultants can help clients to protect their families and loved ones in the event of their death. They offer a range of life insurance options, including term life, whole life, and universal life insurance.

As a mortgage broker, McMillan Wealth Consultants can help clients to find the right mortgage for their needs. They work with a range of lenders to find the best mortgage rates and terms for their clients.

Other Points of Interest

McMillan Wealth Consultants is wheelchair-accessible, with a wheelchair-accessible entrance and toilet. This makes it easy for clients with mobility issues to access their services.

Opinions

McMillan Wealth Consultants has an excellent reputation, with 35 reviews on Google My Business and an average opinion of 5/5.

Clients praise the company for their knowledgeable and approachable staff, with many noting that the advisors take the time to explain financial concepts in a way that is easy to understand. One client notes that "Tom is absolutely brilliant and explains everything to me, so I understand about my pension. He doesn't push products on me. This allows me to make an informed choice about my pension. The advice he gives is great."

Recommendation

If you are looking for a financial services provider that is knowledgeable, approachable, and committed to helping you achieve your financial goals, McMillan Wealth Consultants is an excellent choice. Their wheelchair-accessible offices and range of services make them a convenient and comprehensive option for clients in Brighton and beyond. Contact them today through their website to learn more.

👍 Reviews of McMillan Wealth Consultants

julie 7.

5/5

Tom is absolutely brilliant and explains everything to me, so I understand about my pension. He doesn't push products on me. This allows me to make an informed choice about my pension. The advice he gives is great.

Ali B.

5/5

Zack Raven from McMillan Wealth has been my financial consultant for 3 years and I’ve found him to be professional, extremely knowledgeable particularly around final salary pensions, he has given me some very good advice which he explains in very simple terms which has helped me to decide on the best options for my pension portfolios, this has given me a much better return on my pension investments and more flexibility around my retirement plans. I would highly recommend Zack.

Rebecca M.

5/5

I expected sorting out my finances to be complicated and confusing however Tom is fantastic. He explained everything so clearly, was patient, reassuring and friendly. I have complete confidence in McMillan Wealth Consultants and can now be reassured that I have everything in order from my pension, life insurance and our children’s ISAs. I would recommend McMillan Wealth Consultants (Tom Price) happily.

Sarah N.

5/5

I certainly recommend Tom Price at McMillan Wealth. His expertise, professionalism, and excellent communication skills made the financial planning process both informative and enjoyable. I felt well-informed and supported throughout the process and would confidently recommend him to anyone seeking financial guidance

Theresa C.

5/5

I invited Tom into one of my client's to offer Independent Financial Advice to the team as this was something that they had asked for.

Tom came in and saw approx. 6 people in one day. They all had different financial queries but he answered them all professionally and promptly.

Tom returned on a number of occasions to see the process through and we had a number of happy team members with greater knowledge to assist their individual financial situations.

The sessions were initially free and Tom made it very clear if and when fees would be due.

I would recommend Tom highly for any business that would like to assist their staff in these tough times.

Thanks Tom!

Karen S.

5/5

Tom was very helpful and informative. Everything explained in 'english!'. there where no hidden shocks or surprises unlike some other places I spoke to, who seemed to hide their costs until the last minute. Really happy 1 year in, thanks.

Patt F.

5/5

I do not often leave reviews, but I felt the need to let everyone know about my Pension Consultant. Tom Price is one of the nicest Consultants I have ever had the pleasure of meeting. His knowledge and ease of explanation of what I see as a complex topic has been amazing. I finally understand my pension plan and how to get the best return on my contributions. Sláinte is táinte

philip S.

5/5

Tom Price advised me on my pension after I tried to do this myself and struggled. Tom made it all very clear and simple. He found options to meet my needs and also excellent service afterwards helping to make sure my pension is always managed.