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McMillan Financial Advice

McMillan Financial Advice

5.0(136 reviews)See reviews ↓·Brighton

About the company

McMillan Financial Advice is a financial advisory firm founded by its Principal and Director, Suresh McMillan. It is an established Partner of St. James's Place and an Appointed Representative of St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. The firm has offices in Brighton and London.

It provides wealth management advice to clients in the City of London, the Home Counties, and the South East of England. Its services include personal financial advice on wealth management, mortgages, tax planning, investment planning, and retirement planning. The company operates its own charity that funds scholarships for young under-privileged children in the arts and entertainment industry.

What customers say

Based on genuine customer reviews

People preparing for retirement, consolidating pensions and setting up private pension arrangements feature prominently among the clients who leave feedback, and their accounts point consistently to the same strengths. Several customers describe advisers who take time to walk through unfamiliar territory, turning complex products and market jargon into language that is straightforward to follow. Niro, Tom Price, Gary Bristowe, Martyna Di Paolo, Vikram Deb, Daniel and Zack Raven are all named individually, with reviewers repeatedly mentioning patience, approachability and a willingness to answer every question raised.

An observation shared by more than one reviewer is the reassurance of ongoing contact rather than a single appointment, whether through annual reviews, regular catch-ups or an app that lets clients track how their investments are performing. Those who arrived after an unexpected change in circumstances or the decision to start a business speak of feeling confident that their affairs are in capable hands. Mortgage and insurance matters are covered alongside investment and retirement planning in Brighton, and the clarity of the guidance, combined with the sense that advice is tailored rather than generic, is what prompts clients to recommend the firm to family and friends.

Financial AdvisorInvestment serviceLife Insurance AgencyMortgage broker

Reviews

Reviews are taken from publicly available sources.

DH
David Hammond11 July 2026

We met Vikram Deb from McMillan Financial Advice in 2018 following a referral from the person making our will. At that time our pensions and savings were in a bit of a muddle with various different providers. Vikram helped us to sort this out so that we could have a clearer picture of our financial position going forward. We are very pleased with the service that he has provided over the years and the return on our savings and pensions investment. As a result of Vikram's advice, we have both been able to take early retirement, which we would not have known was possible otherwise. We can highly recommend Vikram and McMillan Financial Advice. Brenda and Dave, Eastbourne

CB
Carol Butterworth6 July 2026

Prior to retiring i sought financial advice on the best way to manage my pension pot to maximise its value & the best option to draw funds. Martyna Di Paolo was really helpful & provided good sound advice on what my best options were. I would definitely seek Martyna's advice again on financial matters.

SW
Sarah Wylie22 June 2026

Tom Price has been managing my pension and helping with my financial planning for the last few years, and his advice has always been excellent. The annual reviews are really helpful and give me confidence that I'm on the right track. Tom is knowledgeable, approachable and genuinely cares about his clients. He's also just an all round good person, and I wouldn't hesitate to recommend him to anyone looking for financial advice.

LR
Lianne Ridgway5 June 2026

My experience working with Daniel was excellent. He explained many things to me that I didn't understand. He helped me sort things out to a point where I feel really comfortable with my situation. He is extremely nice to speak to, and I find his style suits me as he explains things clearly.

MM
Malcolm Matthews3 June 2026

had this company and there advisor Vikram Deb sort out my pension investments, very easy to talk too and answers all the questions i asked, plus theres an app you can use to see how your investments are doing ,which is very useful. Very happy with them.

AM
Alex Martin15 May 2026

After a very challenging and unexpected financial situation, I luckily found my way to McMillan Financial Advice. Zack Raven has been so kind, patient, reliable, and highly knowledgeable. I feel confident that I am in safe hands and I am hugely grateful. I'm not usually one to leave reviews, but in this case, I genuinely and highly recommend.

RB
Rita Brockless3 March 2026

I have continued to receive excellent guidance from Gary Bristowe over the last few years in order to plan for my retirement and future financial options. Gary has always explained everything so clearly, and has furnished me with details that have enabled me to make the best decisions for me and my family.

Financial advisers in Brighton compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 7 businesses in this category in Brighton are compared.

RankProviderRatingReviewsOpen Sat.
1McMillan Financial Advice (this page)★ 5,0136No
2rockwealth Brighton IFA★ 5,015No
3Drewberry - How Financial Advice Should Be★ 5,0141No
4Engage Wealth Management★ 5,036No
5Benchmark Financial Planning★ 5,011No
Contact
+441273390561www.mcmillanfa.co.ukFloor 2, Spaces, 3 Fleet St, Brighton and Hove, Brighton BN1 4HB
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed