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Maria McMillan

Role:

Director / Senior Financial Adviser

Email Address:

Telephone:


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Maria McMillan


Overview

I joined Advice for Life Financial Planning in 2008 as an Account Manager, to support both Partners and Advisers on a technical and administrative level. One of the most enjoyable parts of my role is speaking to clients and I have built a great rapport with them over the years.

I look after all our marketing such as social media and advertising. I really enjoy doing this as I get to engage with our customers through different channels.

I commenced my studies towards becoming a Financial Adviser in early 2015 and I was delighted to have gained my level 4 diploma in Financial Advice in early March 2016. I started in my new role as an adviser in September 2016.

I have recently become a "Dementia Friend" by completing dementia awareness training through Alzheimer's Scotland.

My hobbies and interests include going to watch my beloved Manchester United, going to music gigs and spending time with family and friends.

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Mr J

Maria is always friendly and very helpful all the time. She reviews my plans on an annual basis and always explains my position clearly.

I would highly recommend her.

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Mr J

Maria McMillan

Mrs McH

My Financial Adviser has always given great advice, which I trust.

I have Mrs McMillan's support, she understands what my needs are.

I have recommended Maria to my friends and will do so in the future.

I have a secure wellbeing with Maria.

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Mrs McH

Maria McMillan

Mr & Mrs J

We have been clients of AFL for eighteen years.

Paul Malin was our first adviser who wisely sorted out our pensions and savings for us.

Over the years we have trusted him implicitly whilst watching our investments grow.

Maria MacMillan now handles our investments and pensions with the same dedication.

We highly recommend anyone wishing to get sound, trustworthy advice on investing to speak to AFL.

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Mr & Mrs J

Maria McMillan

Miss E

As a self-employed hairdresser, I wasn't sure how I would pay my new mortgage and the rest of my bills if I got sick.

I went to AFL for advice, and they not only provided me with mortgage insurance and critical illness cover, they also provided me with an income protection plan in case I was off work with a short term accident or illness. All of this was for the same monthly price that the bank had quoted me for basic mortgage insurance. I couldn't believe it.

They also advised me on how and why I should start saving for retirement. I now have a pension plan in place. The tax benefits alone are worth it!

I am so glad I went about seeking professional financial advice as there is no way I could have done this myself. I now feel safe and secure that my bills will be paid and I feel comfortable knowing that I am saving into my pension and won't have to fully rely on the state pension when I retire.

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Miss E

Maria McMillan

Mrs P

Maria is a good adviser, she listens to what you would like to do with your money, then advises on the best way to do it.

She asks a lot of questions, but this is because she can then find out which investments and level of risk you would like to take, then points you in the right direction.

If you need any help or advice, she is only on the end of the phone or you can call into the office just about any time you want.

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Mrs P

Maria McMillan

Mrs W

My husband Jack and I first met with AFL back in 2005 when we were seeking some investment advice. We found AFL to be informative, friendly and most importantly, we trusted them with our savings. They came to see us every year to review our plans and ensure that they continue to be suitable for us. 

When Jack sadly passed away in February 2017, AFL used their utmost discretion and managed to ensure that the transfer of funds was done as smoothly as possible. They continue to manage and review my plans on an annual basis and thanks to that, my investments are now in the most tax efficient environment. If and when I need access to my savings, it’s just a simple phone call and they take care of it for me. I am glad that we went to see AFL when we did as I don’t think I would be in the position I am in today if I hadn’t.

 

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Mrs W

Maria McMillan

Mrs B

I have always found that my adviser is very patient, and good at explaining financial matters, and any queries put to her.

Her advice on investments is sound - I continue to be very pleased with their performance.

during a recent period of great personal stress, I received prompt attention and was very grateful for the support received.

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Mrs B

Maria McMillan

Mr K

We are very happy with Maria of AFL handling and advising us with our financial investments.

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Mr K

Maria McMillan

What our clients say about us

 

We're supporting Dementia Friends Scotland

Advice for Life Financial Planning are proud to support Dementia Friends Scotland.

Advice for Life Financial Planning is a trading style of AFL Financial Planning Services Limited which is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority.

We're supporting Football in the Community

Proudly supporting football in the community. Bringing business together through youth football.