Pension Legacy

We met Gary 10 years ago and have been extremely happy with the clear advice and support he has provided. He understands our approach to risk and responds to queries in a very timely manner. When we have requested funds this is processed rapidly and without hassle. Comparing the experiences of friends with other financial providers with our experience I wouldn’t hesitate to recommend St James’s Place and in particular Gary & the McMillan team.

I’ve had an excellent experience working with my financial advisor Tom . From the very beginning, he took the time to understand my financial goals, risk tolerance, and long-term plans before making any recommendations. His advice has always been clear, well-researched, and tailored specifically to my situation. Thanks to his guidance, I have better retirement planning, and greater peace of mind about my financial future. I highly recommend their services to anyone looking for a knowledgeable, trustworthy, and proactive financial advisor.

After spending years employed in the luxury travel industry, I decided to go out on my own and start my own business. Starting a private pension was on my 'to-do' list for a while. Last year, I decided to contact Tom Price from McMillan Financial Advice, who took over my private pension dealings. I couldn’t be happier - Tom took the time to go through everything with me in detail and was super patient, knowledgeable and kind. I'm a very happy client of Macmillan Financial Advise and I'm so pleased I have such a great IFA.

I’ve recently had the pleasure of working with Tom Price on transferring and managing my pension, and I couldn’t be happier with the experience. Tom was incredibly knowledgeable, taking the time to explain everything clearly and make sure I fully understood my options. He was patient, professional, and genuinely helpful throughout the entire process. What really stood out was how smoothly he handled the transition—nothing felt stressful or overwhelming. I felt supported at every step, and it’s clear that Tom genuinely cares about getting the best outcome for his clients. Highly recommended for anyone looking for expert financial guidance and a personal, reassuring approach.

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.