Getting started with Financial Planning

Helping You Realise Your Financial Goals

Whether we’re approaching midlife or trying to stay on top of the whirlwind of raising a young family, long term financial planning can slip down your list of priorities. But it’s at precisely those times that taking a proactive approach to your finances can have the most transformative impact.

Whether you want to gain a deeper understanding of your financial situation or work towards specific spending or savings goals, we can help you uncover opportunities to maximise the potential of your financial future.  

How We Can Help

Our specialist advisers can work with you to uncover the full picture of your current situation and develop plans to align your financial objectives with the bigger goals in your life, from travel and early retirement to home ownership and your children’s education.

With practical, relevant advice on issues such as mortgages, protection policies and savings and investments, we can help you face the future with confidence even while dealing with childcare costs, unforeseen expenses and potentially reduced income during periods of parental leave.

Long term planning with our expert support can bring peace of mind even to those who feel on top of their day to day finances. As well as getting everything in place, we also work with you to provide a comprehensive annual review to ensure that as your circumstances change, your financial affairs adapt to make the best possible contribution to your secure financial future.  

Why not get in touch today for a free no-obligation chat?

McCrea Financial Services is Authorised and Regulated by the Financial Conduct Authority. The value of investments (including property) and the income derived from them may go down as well as up.