Independent Financial Advice

For Every Stage of Life

We provide lifelong financial planning and professional, friendly advice for a secure financial future.

Home Page.jpg

We work with you across all areas of financial planning to help you secure your finances for now and for the future

Priorities Change As You Go Through Life

We stay in touch with your changing requirements with regular reviews, so we can adapt and refresh your plans according to your needs, aims and objectives.

Every Stage Of Your Journey

Our approach allows you to select the stage you feel is most appropriate for where you are and directs you to information relating to the areas of financial advice that may be most suitable for you right now.

Guidance For Your Financial Planning And Mortgage Needs

Whatever stage of life you are at, we can help guide you in setting up your own business or finding the right mortgage product. Our honest and unbiased assessments will put you on the right path, and our brochures provide additional resources for your journey.

Family Laughing.jpg

What People Say About Us

"I contacted McCrea Financial Services to discuss my workplace pension and met with Ryan, who helped me to restructure my fund, which is something I wouldn't have been confident to do for myself. The service was professional and I am confident that I've made the right decision for my pension based on the advice I've received."

M S - Glasgow

24 September 2024

"My husband and I have been with McCrea Financial Services for several years now. Although during this time our advisors may have changed, there has always been continuity in the excellent service we enjoyed. Administrative staff too are always very helpful, whether on the telephone or in person and we are confident that that we made an excellent choice going with McCrea Financial Services."

J&W S - Bisophbriggs

03 September 2024

"I can't recommend McCrea Financial Services and McCrea Mortgages highly enough. Ged was completely dedicated to finding the best solution to my mortgage requirements and he and the rest of the team also made sure there was a smooth follow through. Great job all round!"

WW- Lenzie

31 July 2024

"McCrea Mortgages were absolutely fantastic with myself and my wife, the full process was made so easy. From start to finish the communication was faultless, we were never left uninformed and the advice and speed of replies to questions was incredible; we wouldn't consider going through the mortgage process again without their help."

P&E R - Glasgow

28th February 2024

"I’ve been a client of McCrea FS for many years. I have always found them to be diligent, knowledgeable, trustworthy and professional but what really makes them stand out is their client service, nothing is too much trouble for them. A pleasure to deal with always. Thank you McCrea FS and keep up the 10/10 work."

D&B W - Edinburgh

14th July 2023

"If you need financial advice and support then I cannot recommend McCrea enough - helpful, supportive, approachable and most of all trustworthy. It can be difficult to trust your finances to someone but you soon realise that their personalised advice and knowledge is invaluable. I have to mention Jonathan Campbell who has shown patience and support when dealing with my various queries!"

J&J M - Dalrymple

2nd June 2023

View previous Testimonial
View next Testimonial
Why Choose Us?

Celebrating Our Success

We are dedicated to delivering exceptional results for our clients, and these awards are a testament to the hard work and dedication of our team.