Testimonials

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10 May 2023

AG - Paisley

I have been looked after by McCrea Financial Services for some time now after they were recommended to me by a friend. I only wish that I had found out about them sooner having had the misfortune of experiencing some poor financial advice over the years. Douglas has a very talented team supporting him, my main dealings have been with Jonathan who has provided sound financial advice, especially with regards to the complex world of pensions and taxation. I have had no hesitation in recommending McCrea Financial Services to a number of friends who are all effusive in their praise for the work that Jonathan has provided for them. Many were able to retire earlier than planned due to his expert planning and advice. I have recently introduced my daughters to Ged who has been a great support on the mortgage front and I am reassured that they will now have the benefit that I never had of expert financial advice and support from an early age. This is an honourable and trustworthy company that gives back to the community, supporting many worthwhile charities. When I visit the office, I am met with a very friendly and relaxed team who are all trying their best to provide a great service. They are not a large faceless institution that just churns out numbers and deals with financial investments en masse. You get personal, tailored financial planning and investments are reviewed and managed regularly unlike many other firms.

29 March 2023

SD - Dumbarton

Fantastic service. Personal service, and really felt they listened to and then reacted to my needs. Would highly recommend.

24 March 2023

JG - Clydebank

McCrea have been fantastic from my first meeting, adding value at every stage and offering personalised advice and insight. Would definitely recommend them.

16 March 2023

GR - Alloa

I have used the services of McCrea for more than two decades and their professionalism, integrity, independence and attention to detail across a full range of financial products and services is second to none. They have earned my trust and are the first company I turn to for all aspects of financial planning. They always treat clients with friendliness and respect and I have no hesitation in recommending them to others.

03 March 2023

D&I H - Lenzie

We have been clients of McCrea Financial Services for over 10 years and have always felt that the advice given has been sound. We have recommended McCrea to family and friends in the past and will continue to do so.

26 February 2023

SM - Glasgow

Excellent service from Ged and Graeme providing advice on mortgages and investments. Would highly recommend for the service tailored to your personal needs.

21 February 2023

BR - Eaglesham

I have been a customer off McCrea for over 10 years. I have used the Financial advice and mortgage management, I have been totally satisfied in all areas. The main financial items in your life generally are your house and your savings/pension and you want to have confidence that they are being looked after by a professional team with your personal interest at the forefront and I can honestly say that is what you get from McCrea. With Douglas and Jonathan always available for direct support backed by a great administrative team I have never had to think about changing to another company. Of course results in investments, effective handling of savings and the best deals in mortgages are key and I have been satisfied that I have always been given good advice. A special mention must be given to the office staff who manage the administration via documentation management and communications always done pleasantly and with courtesy, it is clear that customer satisfaction is key to the McCrea team.

20 February 2023

MG - Glasgow

A good company which helps me manage my financial affairs very effectively. All the team and friendly and truly professional.

15 February 2023

RB - Glasgow

Exceptional service and genuinely brilliant staff: very friendly, quick to respond and help with any enquiries. The team go above and beyond. Douglas, Michael, Claire and Tracey have been incredibly helpful to me. Thank you all.

28 January 2023

MC - Dunfermline

Very professional service relating to retirement/pension planning from Graeme Melrose. Arranged first appointment promptly and carried out a thorough review of all my circumstances and income/savings before making his recommendations. I have complete confidence in the advice given and am now investing across a mixed portfolio through a Stocks and Shares ISA to enhance my income in retirement. Swift response to any queries and paperwork completed quickly and efficiently - so would recommend.

18 January 2023

M&N L - Whitecraigs

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.

27 November 2022

TK - Glasgow

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.

25 November 2022

RI - Langholm

I have used McCrea for years now for all my financial planning and mortgage needs and I would have no hesitation in recommending them to anyone. You always feel valued by everyone you deal with.

22 November 2022

RG - Glasgow

Prompt, efficient and solid advice over the years from McCrea. I would thoroughly recommend them for all aspects of personal finance.

02 November 2022

BW - Giffnock

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.