Why Choose McCrea?

Holistic Financial Planning for Every Stage of Life

Committed to providing a first class service for our clients

McCrea Financial Services was established in 1999 by Douglas McCrea who, after many years working for leading financial institutions, recognised the need for a comprehensive, yet personal service covering all aspects of financial planning for individuals as well as for SME business owners.

We hold Chartered Status from the Chartered Insurance Institute.  Only firms that can demonstrate the highest commitment to professional standards, development and ethics can hold Chartered Financial Planner status and the award recognises the firm as one of the most qualified and experienced in their field based on a number of criteria.

As an Independent Financial advisory business, we are not tied to any particular company, bank or insurance providers so can provide whole of market advice and recommendations.  We are also authorised and regulated by the Financial Conduct Authority.

The staff at McCrea have many years experience and everyone on the team has a personal development plan which includes improving their technical knowledge through the Chartered Insurance Institute examinations.  We work hard to encourage and support our staff to develop their skills and were one of the first Independent Financial Advisers in the UK to achieve Platinum status from Investors in People .

 

We appreciate that when looking after peoples financial affairs, it is about taking a holistic approach by really listening to your aims and objectives and working closely with you to help address what is important to you as well as offering guidance in other areas which may impact your financial future.  

We are committed to look after you as our client - each client has a designated Independent Financial Adviser allowing you to build a professional and personal relationship for as many years as you want to work with us.  We appreciate that when working with you on your financial planning, it's about building trust and can work together for decades, not for weeks!  Why not have a look at some of the recommendations we have received.

As well as our focus on providing an excellent financial planning service, we are committed to raising money for local and regional charities as well as supporting sport in the community with sponsorship of a number of teams who are based near our headquarters in Glasgow.