Q&A with Douglas McCrea
While we continually look to improve and stay up to date with the latest systems, technology and products, we’ll always focus on providing a high quality personalised and professional face to face service. Read More...
News
"Health not Wealth" the Biggest Motivator for Gradual Retirement
The mental and social benefits of continuing to work are major motivating factors among those planning a gradual retirement rather than stopping work entirely. Read more...
Young Workers Increasingly Pessimistic About the State Pension
Amongst all UK workers who are not yet retired, there is a growing lack of confidence in the State Pension despite the government's "triple-lock" guarantee. Read more...
Taking your tax-free drawdown? Beware the savings shortfall!
Zurich has warned that as many as 115,000 savers risk leaving themselves short of funds in retirement if they fail to proactively manage their pension fund after taking an initial lump sum. Read more...
Preparation is Key When Buying a New Home
Being fully prepared and knowing all the steps it takes to get your mortgage offer in place will put you in the strongest possible position to secure your dream home! Read more...
McCrea Financial Services reveal Investors in People Platinum award
Securing Platinum level from Investors in People is the highest standard of recognition in people management that any company can hope to achieve. Read more...
McCrea Financial Services reveal two key appointments to senior leadership team
Lesley Anne MacGregor is appointed Director of Operations whilst Elaine Hamilton is promoted to Director of Business Development. These key appointments focus on maintaining and enhancing the personal, professional service we provide for over 1,000 clients and businesses. Read more...
Thousands Unaware of Over Paying Tax on Pension Lump Sums
It has been revealed that more than £400 million of overpaid tax has already been repaid by HMRC since 2015, but experts are warning that thousands of savers may be unaware they have been overcharged or unsure how to go about claiming a refund. Read more here...
Auto-enrolment nears 10 Million Mark
With so many funds on offer, contributing to a pension can be one of the most valuable investments you make in your own future. More than half of the country's working population are now members of a pension scheme - have you started planning for your own financially secure retirement?
200 KM for British Heart Foundation Scotland with Douglas McCrea
Regular blog from Douglas McCrea as he took on 200 km in aid of the British Heart Foundation Scotland. You can follow his updates here and see how he got on. We've edited out any swearing about the June weather conditions and very large hills! More ...