Testimonials

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26 May 2025

MC - Glasgow

I came in to a large sum of money unexpectedly so needed expert financial advice – Michael has been incredibly help, very knowledge and professional in assisting me with this.

23 May 2025

AC - Glasgow

Thank you so much to Ged for taking the time to meet me and explain the process and products available to me. I had already visited another advisor in the West end and it was like night and the difference between both. Ged was so friendly, patient and very understanding of my circumstances and I just wanted to say how grateful I am already for all his help so far. I really should have listened to all the recommendations from my friends & family first!

26 April 2025

AJ - St Andrews

Chris Bain has been great at explaining everything to us and helping me with future financial security. I can’t suggest anything that Chris could have done better, as himself and his team are always available to us and always helpful.

18 April 2025

IW - Glasgow

I needed professional assistance as I was overwhelmed by the range and variety of financial products. I met Chris Bain who was a real resource for giving clear and comprehensive advice across the full range of financial products. Nothing is too much bother for him – including dealing with my ‘’dim’’ questions! Chris also organised meetings with the firm’s mortgage advisors and directed me to accountancy specialists as required. I have no hesitation in recommending him for expert and friendly help.

08 April 2025

AA - Newcastle

We have been existing clients of McCrea for over 15 years, first becoming client’s during my mother’s probate. Our retirement led us to needing more advice regarding financial planning and investments. We know our investments continue to be in good hands with Michael Macadam and the strong team of excellent staff in the background.

12 March 2025

CJ - Stirling

I was coming up to retirement and wanted to find someone who understood public sector pensions. Jonathan has been thoughtful and understanding of my circumstances as I came up to retirement, explaining things to me well and helped me to navigate not only retirement but also becoming widowed. He has empowered me to make informed decisions.

12 March 2025

JM - Glasgow

Financial planning didn’t come naturally to me and Graeme guided me through it all from the start, and I think I have become a lot wiser in regards to my own personal financial planning, planning for retirement and how the world of finance, savings, investments and pension work.

22 February 2025

JP - Troon

I had a suffered some unexpected health issues and as I was approaching 55 i needed advice on pension drawdown. The information I received from Jonathan Campbell was complex but explained in great detail which gave me a thorough understanding of my options and confidence in Jonathan's expertise; I am delighted with my investment portfolio performance and drawdown arrangements.

20 January 2025

VL - Glasgow

I’m self-employed and in the increasingly uncertain global situation, I felt the need for long-term financial planning. Graeme Melrose didn’t only collect information about my financial information, but carefully listened to what matters to me. He clearly presented options and explained when they would suit best. He always takes time and never exerts pressure. When I am looking for instant information or support with my tax returns, Graeme immediately provides the information. In short, Graeme gives me peace of mind in terms of my financial planning and financial health.

13 November 2024

R&W B - Glasgow

I have used McCrea Financial Services numerous times now over the last number of years for help with both initial mortgage applications and remortgaging, and their help has always been first class. Their communication is excellent and advice has always been good.

31 October 2024

JB - Glasgow

I've been a client of McCrea Financial Services for many years now, both for general financial advice and recently for arranging a mortgage. They are highly professional, take care to explain their process and any issues were taken care of promptly. I can't fault their services at all.

25 October 2024

CD - Glasgow

Thanks to Ged and Yvonne for all of their help and support with the mortgage process - they were always so quick to respond to any questions, and I would highly recommend them.

24 September 2024

MS - Glasgow

I contacted McCrea Financial Services to discuss my workplace pension and met with Ryan, who helped me to restructure my fund, which is something I wouldn't have been confident to do for myself. The service was professional and I am confident that I've made the right decision for my pension based on the advice I've received.

18 September 2024

J&A F - Motherwell

Having suffered the experiences of dealing with some of the big players in the Investment field, I got so frustrated with speaking to a different contact every time I called. Inevitably these people knew little or nothing about me or my investments and clearly were reading from notes on a screen that they had just pulled up. Ongoing communications were limited to annual statement in the post. The growth in my investment portfolio was pretty lack lustre. Move on to my transfer to McCrea financial services. I now have a dedicated person responsible for my investments, he is always available when I call - or calls me back when available. He has a great support team and they also are totally aware my financial goals and attitude to risk. I also have an live app which shows me in real time, exactly what is happening with my investment. My wife has the same. Comparing like for like the growth trends between my old investment company and McCrea, I have been benefitting from higher returns year on year with McCrea. I wish I had moved sooner.

05 September 2024

C&C N - Paisley

We value our annual review and the advice provided. Michael and the team provide a great service and respond promptly to all queries.