Darren McMillan

Chartered Financial Planner
Edinburgh
903-1-2

With 10 years of experience in financial planning, Darren McMillan is passionate about helping clients gain clarity and confidence around their financial future.

Darren began his career with Balmoral Asset Management and joined Progeny following the acquisition of Carbon Financial Partners. Over the years, he has built his practice around long-term relationships, believing that truly effective financial advice starts with understanding the person behind the portfolio. He takes pride in building trusted partnerships with his clients, ensuring they feel supported and informed at every stage of their journey.

As a Chartered Financial Planner, Darren creates personalised financial plans designed to help individuals and families make the most of the wealth they have worked so hard to build. His advice covers investment planning, retirement strategy, tax-efficient structuring and passing wealth to the next generation. By simplifying complex financial decisions and keeping plans aligned with what matters most to his clients, he helps them enjoy their wealth with confidence and peace of mind.

Darren works primarily with private clients and business owners, focusing on holistic, relationship-led planning, ensuring advice remains highly tailored and personal.

Outside of work, Darren enjoys cooking, staying active and dipping in and out of rugby — typically as the weather gets too cold.

Latest insights

26_05_Digital_PAM_MarketsUnwrapped_Thumbnail_V1 (1)
Financial planning
Markets Unwrapped | May 2026
Pick up where you left off You've read this article
Craig Melling 650×650
By Craig Melling
13th May 2026
26_05_Digital_Article_RetirementDecumulationPlan_BlogGraphics_1
Financial planning
Why a retirement decumulation plan matters — and what a good one should look like
Pick up where you left off You've read this article
Peter-Denmark_
By Peter Denmark
12th May 2026
26_03_Artwork_PAM_PodcastBanner_800x450_3 (1)
Investing
Inside The Markets: Ep2 | The Passage of Power: Strait of Hormuz
Pick up where you left off You've read this article
Craig Melling 650×650
By Craig Melling
7th May 2026

YOU ARE LEAVING THE UK VERSION OF OUR WEBSITE.

Please be aware that services and pages will differ from region to region. Your chosen regional site will open in a new browser window or tab. Please press ‘Proceed’ to continue or if you would like to stay on the UK site, please press ‘Return’.

Proceed

Search

"*" indicates required fields

Step 1 of 4

This field is for validation purposes and should be left unchanged.

Tell us about yourself

Are you retired?
Are you a business owner?