info@macfp.co.uk 01349 832849
Live the life you want to live
At Macmillan Financial Planning we aim to give you peace of mind by helping you organise your finances to live the life you want, with confidence
Planning for the future
At Macmillan Financial Planning, we work with you to understand the lifestyle you lead now and the one you want to lead in the future. We then calculate your lifetime cashflow and advise you on the best possible plans to put in place to make this dream a reality.
We can help you at any stage in your life but typically we can help you at the following times:
- Pre-retirement
- Post-retirement
- When you are planning your Estate
- Running a business
- Planning to sell your business
At Macmillan Financial Planning we get to know you and understand where you want to go in the future. There is no 'one size fits all' approach.
Based in Ross-shire and serving clients throughout the Highlands and Islands and wider Scotland and the UK, we are here to help you live the life you want.
To find out more about the difference between Financial Planning and financial advice see our article here "Financial Planning or financial Advice"
Lifestages
At Macmillan Financial Planning, you are at the centre. We help organise your finances and make sure they’re working for you now and in the future
Everyone is different. That's why at Macmillan Financial Planning, you tell us about your current situation, your financial objectives and when you want to achieve them. We develop a tailored, practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
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My wife and I have been clients of Macmillan Financial Planning for nearly ten years. Graeme is an outstanding financial adviser.
Prof. N Simco
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Graeme has provided us with timely, sufficient information for us to monitor performance; he is quick to respond to any queries and remains proactive, bringing new ideas for consideration on a regular basis.
Client
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What has impressed us so much is the care that Graeme takes to really understand our family and what the best financial arrangements would look like to enable us to meet our priorities. I have no hesitation whatsoever in recommending Macmillan Financial Services. Graeme has been instrumental in enabling our family to make really good financial decisions over a long period of time.
Prof. N Simco
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Graeme is not only a thoroughly decent chap but absolutely great at breaking down complicated financial speak into understandable, non-scary and common-sense language. I completely trust him to do what's right and best for my money. His knowledge and patient approach also make him a pleasure to work with.
K. Hunter
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We trust Graeme, he is approachable and good listener and at the same time is professional and considerate. He has strong analytical skills and in-depth knowledge which enables him to provide good objective judgement. All of these qualities amount to integrity in a valued service.
R & P Murray
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In an industry often dominated by jargon and sales-speak, Graeme is a breath of fresh air. He listens carefully to our priorities and aspirations, delivers on his recommendations and has a gift of making often complex financial considerations understandable. Focusing first and foremost on his clients’ needs, his input has enabled our family to make well considered and sustainable financial decisions going forward and we would not hesitate to recommend his services.
Ed & Leah
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Graeme has been my adviser for a good number of years and his knowledge and advice have been very important to me both planning for retirement (I'm now retired) and investment from an inheritance. I can honestly say that I have had no problems at all in our business relationship and have recommended his services to a number of people.
G McPhee