Pension Legacy

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.

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.

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.

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.

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.