Over the past several weeks, McCrea Financial Services have concentrated on some aspects of the importance of a well-invested and well-protected pension scheme. By regularly reviewing how your scheme is doing, making sure you have consolidated your pensions effectively and of course by ensuring your pension lump sum is protected for your family in the event of your death, you can relax, knowing your financial matters are in hand.
As part of the wider ‘Rugby Family’, McCrea Financial Services support both grassroots and professional rugby at all levels and recently supported the Ayr Community Rugby Trust as they raised money at the Ayr Long Lunch. More...
Interestingly one in eight savers has a forgotten pension whilst a significant 58% of people have no idea how much their employer contributes to their pension. Could this be you? More ...
A great charitable contribution from one of our clients as he and some of his family take on the kiltwalk for McCrea Financial Services' nominated charities this year. More ...
An expression of wish form is a simple and effective method of pension tax planning, but it is surprising how often it is either forgotten or not kept up to date. It may not seem like much, but it could make a huge difference to the beneficiaries of pension benefits. More ...
Our MD, Douglas McCrea is featured in this months Scottish Business Insider where he has written a letter to try and give his younger, naive self the benefit of the experience he now has as an Independent Financial Adviser. More ...
Last week, the team at McCrea Financial Services took part in the Chest, Heart and Stroke Scotland (CHSS) Health promotion check. The charity is one of two nominated by our clients and colleagues this year for us to support. More ...
Douglas McCrea our Managing Director was recently invited to join the New Model Adviser Panel roadshow for a specialist discussion focusing on the future of specialist independent financial advice. More
Kris Doolan recently scored 100 goals for Partick Thistle and as part of the recognition for his fantastic achievement, we met exclusively with Kris and posed some of the questions submitted in our #AskDools competition. The winning question was submitted by Mark Canning who asked Kris who would he have in his Fantasy Thistle team during his time at Firhill? More ...
One of the many areas where McCrea Financial Services offer specialist advice is pensions and retirement planning and here we are looking at the importance of the State Pension and with many changes over recent years many people are in the dark over what State Pension they will receive at retirement age. More
