It is not difficult to see why the question of Financial Advice is so important.

Looking after your personal finances can be complex. At all stages of our adult lives we have to think about our financial situation. When we are young we tend to work as hard as possible to establish a base for a future standard of living. We take out a mortgage, often the first contact we have with the complexities of the financial world. Insurance and savings come next, along with protection, should the family lose a breadwinner. Paying for children’s upbringing is another worry.

During all this we have to think about what we are going to live on when we stop working. Tax is always a major concern, none of us want to pay too much but neither do we want to fall foul of the Inland Revenue. Once we have acquired wealth, preserving it may be a priority.

The trouble is there is no simple answer, however, McCrea Financial Services offer sound financial planning advice in clear and simple terms, no matter how complex your situation may seem to be, thus easing the burden of a lifetime of financial planning.

At McCrea Financial services we have a wealth of experience which totals over 203 years, as well as this impressive catalogue of qualifications:

Industry Qualifications Description
CeLM Certificate of Lifetime Mortgages
Cert PFS Diploma of the Personal Finance Society
CF7 Lifetime Mortgage Activities
CFS9 Pension Simplification
Dip PFS Certificate of the Personal Finance Society
FPC I, II & III Financial Planning Certificate
G10 Advanced Taxation & Trusts
G60 Advanced Pensions
J01 Personal Tax Planning
K10 Advanced Retirement Options
K20

Advanced Pension Investment Options

MAQ Mortgage Advice
SV1 Savings & Investments

Contact McCrea Financial Services for further information

McCrea Financial Services

Turnberry House
175 West George St
Glasgow
UK
G22LB
Location MapDirections

tel: 0141 572 1340
fax: 0141 572 1341
enquiries@mccreafs.co.uk

Directors
Douglas McCrea Cert PFS - Managing Director / IFA
Registered Advisors
Paul Burns - IFA
John Elliot - MAQ - Mortgage Advisor
Alan Moore - IFA
Alistair Paton Cert PFS - Pensions Specialist
McCrea Financial Services is Authorised and Regulated by the Financial Services Authority.

McCrea Financial Services is entered on the FSA register
(www.fsa.gov.uk/register/)
Reference: 189166
About Us