Financial Health Check
Have You Considered A Financial Health Check?
At McCrea Financial Services, one of the many ways we can help with your financial health check is by obtaining up to date information on existing contracts and policies that you have taken out over the years.
When it comes to reconciling and indeed in some cases tracking down existing investments, pensions and policies, we are only too pleased to offer this service.
With this information to hand, our specialist advisers will discuss your priorities and objectives and work with you to create your financial plan which helps to prepare you for the years ahead.
We ask questions about you, your everyday money, any savings and investments, your considerations for retirement and whether you have any insurances and protection in place to help understand where you are now and how we help you with your long-term financial planning.
With consideration of everything from the way you are paid, annual tax reviews and your financial protection to building a portfolio of assets and planning for retirement, we can review your status and help you develop a complete understanding of your current financial position and how this may evolve in the future.
If you'd like to make an initial free no-obligation appointment to establish or review your plans, you can contact us by email or by calling the office on 0141 572 1340.
Excellent service provided by Graeme, Gillian, Yvonne and the team at McCrea's. They took the time to explain everything in a way so I understood my options. I would happily recommend them to friends and family.
KM - Surrey
How We Can Help
At McCrea Financial Services, one of the many ways we can help with your financial health check is by obtaining up to date information on existing contracts and policies that you have taken out over the years.
When it comes to reconciling and indeed in some cases tracking down existing investments, pensions and policies, we are only too pleased to offer this service.
With this information to hand, our specialist advisers will discuss your priorities and objectives and work with you to create your financial plan which helps to prepare you for the years ahead.
We ask questions about you, your everyday money, any savings and investments, your considerations for retirement and whether you have any insurances and protection in place to help understand where you are now and how we help you with your long-term financial planning.
With consideration of everything from the way you are paid, annual tax reviews and your financial protection to building a portfolio of assets and planning for retirement, we can review your status and help you develop a complete understanding of your current financial position and how this may evolve in the future.
If you'd like to make an initial free no-obligation appointment to establish or review your plans, you can contact us by email or by calling the office on 0141 572 1340.
McCrea Financial Services is Authorised and Regulated by the Financial Conduct Authority. The value of investments and the income derived from them may go down as well as up.