Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
|
| | |
|
|
| |
|
Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
|
|
|
|
| McCrea Financial Services Ltd 
Address: KA Postcode Area Telephone: (0141) 572 1340 Fax: (0141) 572 1341 E-mail: enquiries@mccreafs.co.uk  Visit
our Web Site: www.mccreafs.co.ukContact: Douglas McCrea - IFA/Managing Director Alistair Paton - IFA/Pensions Specialist Alan Moore - IFA/Tax & Trust Specialist John Elliot - Mortgage Specialist Paul Burns - IFA/Protection Specialist We can help you along every step of your journey to financial independence It is not difficult to see why the question of Financial Advice is so important. Looking after your personal finances can be complex. At all stages of our adult lives we have to think about our financial situation. When we are young we tend to work as hard as possible to establish a base for a future standard of living. We take out a mortgage, often the first contact we have with the complexities of the financial world. Insurance and savings come next, along with protection, should the family lose a breadwinner. Paying for children’s upbringing is another worry. And during all this we have to think about what we are going to live on when we stop working. Tax is always a major concern, none of us want to pay too much but neither do we want to fall foul of the Inland Revenue. Once we have acquired wealth, preserving it is another big concern. The trouble is there is no simple answer; however, at McCrea Financial Services Ltd we believe we can offer sound financial planning and advice no matter how complex your situation may seem to be, easing the burden of a lifetime of financial planning. McCrea Financial Services Ltd was established in April 1999 by Douglas McCrea, who, after many years working for leading Financial Institutions, recognised the need for a comprehensive, yet personal service encompassing all aspects of Financial Planning. The continual evolution of Financial Services has brought many challenges to the industry. As a result of innovative products, e-commerce solutions and the frequency of new and amended legislation, McCreas have evolved for the benefit of both our clients and ourselves, by developing new solutions and expertise to meet ever changing needs. Our clients benefit from a focused approach to providing Financial Advice to meet their aims and objectives. Our experienced advisers coupled with a dedicated support team have a combined experience of over 200 years in the Financial Services Industry. We take great pride in the quality of our people and strive to offer clients a personalised service of the highest standard. As Independent Financial Advisers we will carry out a complete and impartial review of your financial affairs whether private or business, make recommendations based upon your own objectives and implement the necessary solutions. We then continually monitor and review your affairs, ensuring that as your priorities change and evolve, our recommendations adapt accordingly.The principle steps that we carry out in the planning process include:
The services of our company are designed to provide you with the necessary solutions to help ensure that you are financially organised to create as much wealth and security as possible for you and your family. As we work with you to achieve your aims and objectives, we look forward to becoming your first and primary source of financial advice throughout your lifetime. We are pleased to offer a NO COST/NO OBLIGATION initial consultation to see how we can assist you.
McCrea Financial Services Ltd is authorised and regulated by the Financial Services Authority
|
|||||||||||||||
