McCrea Awarded Best Financial Advisory Firm 2023 - Scotland!
We are proud to reveal that McCrea have been awarded the Best Financial Advisory Firm - Scotland by the Wealth & Finance Retirement Planning Awards!
The Wealth & Finance Retirement Planning Awards has named McCrea alongside other top Financial Services companies across the globe, noting our long-term approach when working with clients and their finances, to ensure they are financially secure for every stage of life. The official press release can be found here.
Managing Director Douglas McCrea said ''To be recognised as the Best Financial Advisory Firm in Scotland is a huge achievement for McCrea and our team.''
''Every award and recognition that we receive, although I say it every time, is fully down to the incredible team that we have here at McCrea and the hard work that everyone puts in to looking after our wonderful clients.''
This award, our first in 2023, comes after a strong two years in terms of recognition for McCrea. In 2021 we became in the only firm in the UK to receive the Gold Standard Award for Retirement Planning and were also recognised in the Citywire New Model Adviser Top 100 firms in the UK.
We achieved this recognition two years in a row, as we were named in the Top 100 Firms in the UK, which rounded off a successful 2022; our Investors in People Platinum status was extended until 2025, the highest standard of recognition in people management that any company can hope to achieve; as mentioned we were awarded the Best Pension Income Planning Specialist - Scotland award courtesy of the Wealth & Finance Retirement Planning Awards 2022 back in March, while we were also nominated for the MoneyAge Financial Adviser: Small to Medium firm of the year award for 2022.
McCrea Financial Services are Independent Financial Advisors, based in central Glasgow who provide advice on investments, mortgages, pensions, retirement and tax planning. If you would like to have a friendly, no-obligation chat with us regarding any of these areas, then please do get in touch.