Scotlands Top 20

We're delighted to be featured in the latest New Model Adviser Top 20 List of Financial Advice firms for Scotland.

New Model Adviser recently launched their regional Top 20 publications, showcasing some of the best firms within financial planning and wealth management.  Each list focuses on the firms they think are doing great work building bonds with clients and driving the profession forward, both in terms of growth and best practice.

This special publication corresponds with virtual regional roundtables undertaken and in partnership with PIMCO, which focuses on building bonds with clients, particularly during a pandemic and challenging lockdowns.  It also looks at the firms who are championing great advice, especially during a year where all firms have had to adapt and overcome difficulties to ensure they are still providing clients with great service.

The team at New Model Adviser state "One of the biggest things that shines through, regardless of which firm you speak to, is that it’s all about the clients".  You can read the full details here.

At McCrea Financial Services, we understand how important it is to work closely with our clients and not just when things are going well.  With our McCrea Mortgages division, we have a large number of clients, including those buying their first home who are setting out on their long-term financial planning right through to those planning and enjoying a fruitful retirement.  Whatever your situation and stage of life, you can contact us for a free no-obligation chat to see whether working with us to get the best from your finances would be worthwhile.