For Every Stage of Life
Nowhere is the McCrea mission more important than the area of long term financial planning. By definition, if you instruct us to provide you with this service, then our expectation is that we will be working with you to achieve your financial and lifestyle objectives – for a lifetime!
We work across a wide range of financial services including remuneration review, annual tax reviews, financial protection reviews and bespoke portfolio management for investments and pensions and we understand that looking after peoples financial affairs is about building trust and working together.
How we can help
We review the best way an individual employee or company director takes their remuneration with a full review to consider salary and bonus, dividends, pensions and risk and protection packages to consider the most productive way to structure this.
McCrea Financial Services are well versed in advising individuals on the bigger taxation picture looking at strategies which are profitable to our clients in the short and longer term, complementing the package on offer from employment.
We review your financial protection by carrying out a risk management assessment to ensure clients are adequately protected for almost any event that could impact on their financial future and can assist individuals secure their first investments, whether it is the first property or bespoke investments and pensions.
We look at existing investment or pension portfolios and offer a full review of any existing accounts and contracts and provide consideration around retirement and income planning. This is one of our main areas of advice and we specialise in constructing portfolios which can minimise risk and potentially maximise income and/or investment returns.
A bespoke service provided to meet your financial planning needs.