Macmillan Financial Planning Ltd - Dingwall

Macmillan Financial Planning Ltd: Your Trusted Financial Advisor

Located at Station House, Station Rd, Evanton, Dingwall IV16 9YP, United Kingdom, Macmillan Financial Planning Ltd is a reputable financial planning company that has been serving clients for many years. With a phone number 1349832849 and a website at macfp.co.uk, the company is easily accessible and ready to assist clients with their financial needs.

Specializing in financial planning, Macmillan Financial Planning Ltd goes above and beyond to help clients make well-informed decisions about their finances. The company prides itself on its personalized approach, ensuring that each client receives individualized attention and tailored solutions to meet their unique financial goals.

The Services Offered

In addition to financial planning, Macmillan Financial Planning Ltd offers a range of services, including:

• Investment planning: Helping clients build and manage their investment portfolios
• Pension planning: Guiding clients through the complexities of pension options and ensuring they make the best choices for their retirement
• Protection planning: Providing advice on various insurance products to protect clients and their families financially
• Estate planning: Assisting clients in creating a comprehensive plan to preserve and distribute their assets according to their wishes

Accessibility and Convenience

Macmillan Financial Planning Ltd understands the importance of accessibility and convenience for its clients. The company offers wheelchair-accessible parking, entrance, and toilet facilities, ensuring that all clients can easily access their services. While appointments are recommended, the company is flexible and welcomes drop-ins when possible.

Customer Reviews and Satisfaction

Macmillan Financial Planning Ltd has earned a stellar reputation among its clients, as evident from its 4 reviews on Google My Business, with an impressive average rating of 5/5. Clients praise the company's clear communication, personalized approach, and expertise, highlighting how Graeme, the financial advisor, goes above and beyond to understand their unique financial situations and provide tailored solutions. Many clients have expressed their satisfaction with the company's ability to break down complex financial concepts and provide easy-to-understand explanations, making the financial planning process more manageable and less daunting.

In conclusion, Macmillan Financial Planning Ltd is a top-tier financial planning company that prioritizes client satisfaction and personalized service. With its range of services, accessibility features, and exceptional customer reviews, the company is an excellent choice for anyone seeking professional financial advice and guidance.

👍 Reviews of Macmillan Financial Planning Ltd

Ed L.

5/5

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 you to make well considered and sustainable financial decisions going forward and we would not hesitate to recommend his services.

Gordon M.

5/5

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 n ow 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.

Hugh D.

5/5

Couldn't have been more helpful. Gave an easy to understand, balanced opinion to all my questions and his extensive knowledge was obvious. Such a refreshing change to get advice without the pushy hard sell.

Norman S.

5/5

Glad I found Graeme, he keeps it simple, is fair and honest and gets good returns.