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McCrea Financial Services Ltd

  2. West Dunbartonshire Finance

Reviews, get directions and contact details for McCrea Financial Services Ltd

Address: 69 W Nile St, Glasgow G1 2QB, UK
Phone: 0141 572 1340
State: Glasgow City
Zip Code: G1 2QB

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Reviews
I think one of the most important things when seeking financial advice is that the people you go to are trustworthy. I also think they should be independent and are not going to sell you something from a company that they are linked to. For this reason, I have used McCrea Financial Services for many years now for mortgages, critical illness and life cover and also retirement planning. Their attention to detail and advice has been second to none. Douglas and his team really know their stuff and I have no hesitation in recommending them for all aspects of financial planning.
I have no hesitation in recommending McCrea Financial Services to anybody looking for financial advice. Douglas and all other members of staff I've met are not only extremely experienced and skilled, but are also - importantly, I think - very personable. Making decisions about my finances and how to invest any savings is not something that comes easily to me, but I feel I'm in safe hands whenever I have a review or choices to make. Douglas is always very quick to respond to enquiries and is an excellent communicator.
McCrea Financial Services have looked after our investments for 20 years now and we have always felt confident in the advice and investment strategies that Douglas suggested. The team has been very quick to respond to any queries or assistance we require. We feel our future and that if our family has been protected financially by the advice given.
Without hesitation. I highly recommend McCrea Financial Services. I am a retired teacher, and the advice I have received over the years has made me much more financially secure than if I had simply started taking my pension without their guidance. I feel that all my finances are in very safe hands.
I have been a highly satisfied client for more than twenty years. During this time I have gained from the help of the knowledgeable, approachable and courteous staff. Everyone is treated as an individual and your needs and wishes are always taken into account. I cannot thank the staff enough, and highly recommend McCrea Financial Services to anyone in need of sound financial advice.
Jonathan Campbell at McCrea's has been handling my balanced investment portfolio for a number of years to provide my wife and I with a reasonable income for our retirement. He has carefully managed the various funds throughout the fluctuating markets to ensure maximum tax efficiency and kept us regularly informed of changes. We have a face to face meeting annually to review all our finances, future needs and tax liabilities. Jonathan is always very thorough and offers clear advice, with help and explanations where and when required. I would have no hesitation in recommending McCrea's to friends seeking similar investment, pension and tax advice.
We have been clients of McCrea Financial Services for many years now. The team are knowledgeable, diligent and wholly compliant. Our queries are addressed promptly and professionally at all times and having entrusted MFS with the management of our own financial affairs for a considerable period of time, and having enjoyed excellent relations with them throughout, I have no hesitation in recommending them to others.
We have had so much help and support from Jonathan and the Team over the past few years. During a period with a lot of change in our lives, Jonathan has been a calm sounding board, a friendly guide through the mysterious world of investments and a vital partner in planning our future. We honestly couldn’t have managed without him.
My wife and I have used McCrea FS for a number of years and have been delighted with the service we've received. This has included various aspects of investment and financial planning. Advisers are always friendly and helpful, explaining things in easy to understand terms where required. We are now both retired and dependent more than ever on McCrea FS to assist us with the management of our finances to ensure we get the most from our retirement. We'd highly recommend!
McCreas is a well established company who who we have been with for over twelve years. They have grown our portfolio and have provided us with a range of services from Probate through to Critical Health and Funeral Plans. They are a warm and welcoming company who take account of our personal needs and attitudes eg to financial risk but also to Zoom meetings during the pandemic. Changes in life situation have also been well dealt with. At all times our interests have been at the heart of what they deliver for us. All staff are professional, thorough and efficient. We would highly recommend them.
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