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26 April 2016

JCA - Newcastle

Prompt response to any queries. Regular face to face meetings.

21 April 2016

IMC - Glasgow

The general level of service is 5 star.

19 April 2016

ML - Glasgow

Friendly, helpful service and advice. Guidance in completing tax returns.

05 April 2016

MH - Glasgow

I have found both Jonathan and Jenny to be highly efficient and, at the same time, courteous and relaxed.

15 March 2016

MD - Glasgow

Always available. Staff always polite and considerate.

13 March 2016

CP, Glasgow

I have been delighted with the service I have received from McCreas. Douglas is so thorough, as well as being friendly and approachable. His assistant Claire is always very helpful, pleasant and extremely efficient.

29 February 2016

LA - Glasgow

I have found Jonathan and Jenny to be very approachable and extremely helpful which makes them so easy to deal with. I am delighted with the service I have received from McCrea Financial Services.

07 January 2016

CL - Belfast

In my dealings with McCreas I have found the standard of customer care for the charity to be excellent. Douglas has always been available to discuss charitable investments by it by email, phone or in person. Administration has been efficiently handled by Claire and required paperwork presented in a user friendly manner. Literature is comprehensive and easily understood.

17 November 2015

SH - Ross-shire

I always feel listened to by Douglas and believe and trust that he has my best interests at heart. Claire is a joy to deal with and her approachable, efficient and professional manner makes my communication with McCreas a friendly and supportive experience.

16 November 2015

GB - Bishopton

Detailed information on investments and pensions was presented in a clear, non-jargon manner. Paperwork and forms were well prepared ahead of meetings and highlighted where further action was required. Difficult things made simple.

06 November 2015

DW - Annan

Impressed by the whole experience!

30 October 2015

DA & HS - Glasgow

Thank you Douglas, you have excellent staff working hard for your customers. Excellent service provided by Jonathan Campbell and John Elliot and indeed all your staff.

27 October 2015

ES - Glasgow

Just to say thanks to John and Yvonne for all of your help - everything has come through just as planned and I've got the keys in my hand. I'm so glad I looked you up before trying to go it alone because you made it so easy and took a whole lot of stress out of it! I really appreciate your work and I'll be recommending you to any friends who find themselves in my position.

26 October 2015

LF - Dumfries

I have had to contact Jonathan Campbell and Jenny Pritchard on several occasions in my role as a Trustee for a Discretionary Trust. I have always found them knowledgeable, friendly and professional. They have provided useful information and broken down - what seemed to me - complex financial and legal jargon into plain English and explained processes clearly but without patronising, which has been very reassuring as I am new to this role and have at times felt out of my depth.

23 October 2015

HM - Glasgow

I accepted a redundancy package and the advice from McCrea Financial Services has been invaluable. Clear and precise guidance on pensions, investments and insurance made the transition from full-time to freelance work seamless and worry-free.