McMillan Wealth Consultants

McMillan Wealth Consultants

Approachable, holistic and a strong family culture is what helps us to stand out, as a genuinely client-focused business. At McMillan Wealth Consultants, we pride ourselves in providing high quality financial advice to our Police Force. Our dedicated team are ready to go the extra mile to consistently deliver a quality service that our clients require on an ongoing basis. We appreciate that no two clients are the same, and always ensure that we have a good understanding of your personal and/or business objectives in order to create and deliver solutions that are right for you. Our trusted team can provide you with advice across all areas of Wealth Management, including:

● Financial planning
● Investment planning
● Inheritance Tax and Estate Planning
● Pension and Retirement Planning
● Protection and later life Planning
● Property and Mortgage Planning
● Equity Release Planning
● Access to specialist banking
● Corporate planning and employee benefits

McMillan Wealth Consultants was founded in 2015, by our Principal and Director, Suresh McMillan. Since then, our business has grown from 6 Wealth Management Consultants, to 25 in 2023, with more growth planned in the future. All our consultants are experts in their fields, with exceptional expertise in specific and often highly technical areas. If your circumstances require a particular expertise that does not fall within our immediate team, we will consult with and introduce you to a specialist colleague from within the St. James’s
Place Partnership, just as we are consulted on specialist areas by other Partners. Despite being a larger Practice, we continue to embed family-like values as a foundation, which we feel, aids our positive outlook on the services that we can advise you on.

We promise you:

● Personal face-to-face financial advice
● Regular opportunities to review your financial affairs
● Effective management of your investments via St. James’s Place distinctive
● approach
● Keeping you informed of the latest news and any changes that might affect your
● personal situation
● Listening to your feedback and acting upon it
● Ensuring that our work is sensitive and responsive to your needs

Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.
To understand the features and risks associated with Equity Release products, please ask for a personalised illustration.

Please feel free to look at our website www.mcmillanconsultants.co.uk

Contact - Vikram Deb

Email - vikram.deb@sjpp.co.uk

Tel - 07711 067 443

Please feel free to look at our website www.mcmillanconsultants.co.uk
Contact – Vikram Deb
Email – vikram.deb@sjpp.co.uk
Tel – 07711 067443

McMillan Wealth Consultants Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 28/05/2024