We are not just another firm of advisers.

At McCreas we pride ourselves on being professional, approachable, independent and committed to providing a first class service to our clients.

We pride ourselves on NOT being just another firm of Independent Financial Advisers.

  • We are independent

    Not tied to any particular company, bank or insurance provider.  We are authorised and regulated by the Financial Conduct Authority.

  • Professional

    The staff at McCreas have many years’ experience and all McCreas employees have personal development plans which include improving their technical knowledge through the Chartered Insurance Institute examinations.

  • Committed

    Our business is all about looking after you, the client – each client has a designated Independent Financial Adviser and support allowing you to build a professional and personal relationship over the years.

  • A Great team

    Dedicated professional advisers backed up by superb administrators with sophisticated systems allowing us to provide a quality, personalised service to you the client.

    Our people

How are we different?

  • Partnership

    We appreciate that when looking after peoples financial affairs, it is about building trust and working together for decades, not weeks.

  • Trust

    We work with many new clients as a result of referrals from existing customers who are happy with our service and comfortable passing their friends and family on to a firm they can trust. 

    Testimonials
  • We support charities

    We have a commitment to spend time and effort working with and raising funds for nominated charities every year.

    Charities

  • Creating access to sport

    We sponsor a number of teams and individuals from grassroots right through to the top of the game.  Our aim to share the benefits of this with our clients and the community.

    Sponsorship

  • Award winning

    We work hard to encourage and support our staff to develop their skills and were the first Independent Financial Advisers in the UK to achieve GOLD status from Investors in People.

  • We care

    Most of all we CARE  – about the important things in life and about YOU – our clients.