who chooses us testimonial

Submit a testimonial

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.

23 October 2022

SM - Glasgow

I have been a highly satisfied client for more than twenty years. During this time I have gained from the help of the knowledgeable, approachable and courteous staff. Everyone is treated as an individual and your needs and wishes are always taken into account. I cannot thank the staff enough, and highly recommend McCrea Financial Services to anyone in need of sound financial advice.

12 October 2022

CA - Morpeth

McCrea Financial Services have looked after our investments for 20 years now and we have always felt confident in the advice and investment strategies that Douglas suggested. The team has been very quick to respond to any queries or assistance we require. We feel our future and that if our family has been protected financially by the advice given.

04 October 2022

MK - Carlisle

My experiences with McCrea Financial Services go back 20 plus years, having set up my Pensions, Savings & Investments over this period. I am happy to say that I was able to retire at the age of 60. Even today with the latest financial upheavals I put my full trust in the whole team at McCrea knowing like in the past better times are ahead, because I believe that they have the best financial advisers out there. I am always kept updated on my finances and have a yearly one to one with my adviser which is really helpful. I can call the team at McCrea anytime with any problems including the taxman and they are very friendly and nothing is a problem for them, they have always got me sorted out. I am very impressed with this remarkable company.

01 October 2022

GB - Glasgow

Since my initial conversations with the team around 18 months ago, I have found the support and guidance of McCrea Financial Services to be second to none. I would highly recommend them if you are seeking financial planning or mortgage advice. A special thanks to Chris Bain (Chartered Financial Adviser) and Ged Cummings (Mortgage Adviser) for all their recent help and support - always available for a chat when required, in addition to their wider support teams.

25 September 2022

AR - Carlisle

The service provided by Graeme, Elaine and the team at McCrea was excellent and couldn't have been improved. I was incredibly impressed by the efficiency of the service and the friendly manner that they carried this out, explaining everything during the process in an easy to understand way.

23 September 2022

C&A P - Wirral

We have received excellent financial advice from Douglas and his team since 1999, they have been friendly, supportive and efficient at all times. I would recommend them to anyone looking for impartial professional financial advice.

19 September 2022

WW - Coatbridge

I first went to McCrea Financial Services when I turned 55 as I was totally confused with pension annuities. I was introduced to Jonathan Campbell who has handled my financial affairs for 12 years. Jonathan has been excellent in the management of my annuity which has grown at a steady pace. Jonathan has also helped out family members with good advice and I would highly recommend McCrea to anyone who requires good sound advice on pensions and other financial affairs.

13 September 2022

GD - Surrey

I have worked with Jonathan and his team at McCrea Financial Services for five years and cannot recommend them highly enough - the guidance and support offered, regardless of level of investment, is second to none.

10 September 2022

A&M M - Tullibody

I was delighted with the excellent service provided by the McCrea Mortgage team with my recent mortgage transaction. I would be happy to recommend Ged, Gillian and Yvonne to family and friends who are looking for help with their mortgage.

09 September 2022

CR - Glasgow

I am very happy with the service and advice that was provided by Graeme, Elaine and the rest of the McCrea team - it was professional and helpful at every stage of the process. I would certainly recommend McCrea Financial Services to my friends and family.