5 138 reviews

Pension Legacy

Worthing
  • Travel to customers
Where you can find me
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About our business
Trusted. Global. Personal
Financial Advisory services.

Retirement Planning

Inheritance Tax Advise

Mortgages Advise
Operating hours
By appointment only
Latest Google reviews
5
137 reviews
Sarah Wylie
5
2 Months ago
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.
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Carol Butterworth
5
2 Months ago
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.
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David Hammond
5
2 Months ago
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
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Alex Martin
5
4 Months ago
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.
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Sydney Newman
5
7 Months ago
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.
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Pension Legacy