I first went to McCrea Financial Services when I turned 55 as I was totally confused with pension annuities.
I was introduced to Jonathan Campbell who has handled my financial affairs for 12 years.
Jonathan has been excellent in the management of my annuity which has grown at a steady pace.
Jonathan has also helped out family members with good advice and I would highly recommend McCrea to anyone who requires good sound advice on pensions and other financial affairs.
07 November 2023
JM - Wishaw
McCrea have been my financial advisors for many years. Douglas, Jonathan and team have always provided an excellent service and looked after my family's finances. I would highly recommend them to anyone looking for a first class IFA.
01 November 2023
LS - Paisley
I've been with McCrea FS for over 25 years and from my very first point of contact they have been absolutely superb, both professionally and personally. Their financial advice is always clearly explained and fully documented, as to both the benefits and potential pitfalls. Implementation of any agreed financial strategies is swift. I have been guided through Cash and Stocks and Shares investments, designed and delivered to meet my previous and current financial needs and this guidance has always proved to be extremely sound. I am now in my mid 70s and have been happily retired for over 10 years. I would never have dreamt, at my time of life, of being in such a secure financial position, particularly in today's current financial climate. It gives me great piece of mind and it's fully down to McCrea FS. If you are looking for financial support, guidance and security, for whatever reasons, then please look no further than McCrea Financial Services.
Last, but by no means least, I would like to express my heartfelt gratitude and thanks to Jenny and Jonathan, they are dedicated to my financial security and take a genuine interest in my personal wellbeing. Thank you Jenny and Jonathan.
24 October 2023
CR - Glasgow
Thorough, attentive service with comprehensive and current advice, tailored to my needs.
23 October 2023
MC - Glasgow
Extremely knowledgeable and professional. I have been with McCrea for a few years and I wouldn't go anywhere else for financial advice.
18 October 2023
M&M R - Dunblane
Friendly, efficient trustworthy and professional service from people I have dealt with for many years.
18 October 2023
J&N RM - Doune
We have been dealing with McCrea for about 15 years and are more than happy with the advice we have been given. Of particular note is the the friendly and prompt attention we have received from Jenny over all that time and in more recent years the professional advice from Jonathan. All the other staff we have had contact with have also been most helpful. We would highly recommend McCrea.
17 October 2023
P&E G - Herts
Excellent service received for a long time. Patient, understanding, knowledgeable and reassuring. Jonathan and Jenny have been a great help and support over the years.
17 October 2023
CJ - Stirling
Friendly, caring, and knowledgeable team, who are efficient and clear in their services.
08 September 2023
MR - Glasgow
McCrea Financial Services offer efficient, well informed and friendly advice. I would particularly recommend Chris Bain who has been helping me out with my finances for several years now. He is affable, professional and a great communicator. The team always respond quickly to any enquiries or concerns with clear, easy to understand information. Excellent service.
14 July 2023
D&B W - Edinburgh
I’ve been a client of McCrea FS for many years. I have always found them to be diligent, knowledgeable, trustworthy and professional but what really makes them stand out is their client service, nothing is too much trouble for them. A pleasure to deal with always. Thank you McCrea FS and keep up the 10/10 work.
01 July 2023
I&N G - Glasgow
I am a long standing McCrea client and have always found all staff helpful, knowledgeable and attentive. Cannot recommend McCrea's highly enough.
05 June 2023
JL - Glasgow
We had been working with Chris Bain before he joined McCrea and we followed him when he moved to McCrea. It has been a good decision, we have found all staff members to be friendly, reassuring and very efficient. In our experience, this is an excellent company to work with.
02 June 2023
M&C D - Glasgow
Excellent all round service.
02 June 2023
J&J M - Dalrymple
If you need financial advice and support then I cannot recommend this company enough - helpful, supportive, approachable and most of all trustworthy. It can be difficult to trust your finances to someone but you soon realise that their personalised advice and knowledge is invaluable. I have to mention Jonathan Campbell who has shown patience and support when dealing with my various queries - not an easy task! If you need financial support and advice then look no further.