McCrea Financial Services have dealt with my finances for a few years now, including finding the best deals on my mortgage, life/health insurance, to helping me and dealing with finances after my husband died.
I have always found Claire and the rest of the team to be very friendly, professional and efficient in responding to emails and queries I have had. I have in the past recommended McCreas to other friends and would do so in the future.
15 January 2014
J & NR - Perthshire
We have entrusted our portfolio and pensions to McCreas since 2007 and have been very impressed with the performance to date.
Our recent guidance in understanding the implications of annuity vs 'draw down' emphasises why it is important to consult a good financial adviser before making critical decisions. We would have no hesitation recommending McCrea Financial Services.
05 December 2013
A & GS - West Lothian
We are extremely grateful for all that you have helped us with regarding our mortgage and life insurance over the past years.
30 October 2013
SM - Glasgow
For many years Douglas, Claire and the team at McCrea Financial Services have given me sound financial advice tailored to suit my needs. I have every confidence in all that they do for me. It is great to have a named contact and Claire Dolan has proved to be extremely efficient, reliable, helpful, approachable and responsive to any questions which I have. Nothing is too much trouble and queries are answered promptly. I highly recommend McCrea Financial Services in whom I have complete trust.
29 October 2013
C & GF Linlithgow
We just wanted to say a huge thank you for everything you did to help us achieve our dream home. It wasn't a straightforward case and your expertise in this area proved invaluable.
