Why Choose McCrea?

Holistic Financial Planning for Every Stage of Life

Committed to providing a first class service for our clients

At McCrea Financial Services, we pride ourselves on being professional, approachable, independent and committed to providing a first class service to our clients.

We are Independent which means we are not tied to any particular company, bank or insurance providers.  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 (should be able to link to story on winning award) 

We have worked hard to create a great team ethos for our clients; Dedicated professional advisers backed up by superb administrators using the latest systems allowing us to provide a quality, personailsed service to you as our client. 

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 and support 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!

Many of our new clients are as a result of referrals from existing customers who are happy with our service and comfortable recommending us to their family and friends as a company they can trust.

You can read some of our testimonials below

As well as working hard for our clients, we strongly believe in supporting charitles on a local and national level.  We have a commitment to spend time and effort working with and raising funds for nominated charities every year.  More details below

Creating access to sport : We sponsor a number of teams and individuals from grassroots right through to the top of the game. Our aim is to share the benefits of this with our clients and with the community.  You can visit our sponsorship page to find out more.