One Four Nine Wealth (Glasgow)

I have used McCrea Financial Services numerous times now over the last number of years for help with both initial mortgage applications and remortgaging, and their help has always been first class. Their communication is excellent and advice has always been good.

I've been a client of McCrea Financial Services for many years now, both for general financial advice and recently for arranging a mortgage. They are highly professional, take care to explain their process and any issues were taken care of promptly. I can't fault their services at all.

I contacted McCrea Financial Services to discuss my workplace pension and met with Ryan, who helped me to restructure my fund, which is something I wouldn't have been confident to do for myself. The service was professional and I am confident that I've made the right decision for my pension based on the advice I've received.

Having suffered the experiences of dealing with some of the big players in the Investment field, I got so frustrated with speaking to a different contact every time I called. Inevitably these people knew little or nothing about me or my investments and clearly were reading from notes on a screen that they had just pulled up. Ongoing communications were limited to annual statement in the post. The growth in my investment portfolio was pretty lack lustre. Move on to my transfer to McCrea financial services. I now have a dedicated person responsible for my investments, he is always available when I call - or calls me back when available. He has a great support team and they also are totally aware my financial goals and attitude to risk. I also have an live app which shows me in real time, exactly what is happening with my investment. My wife has the same. Comparing like for like the growth trends between my old investment company and McCrea, I have been benefitting from higher returns year on year with McCrea. I wish I had moved sooner.

My husband and I have been with McCrea Financial Services for several years now. Although during this time our advisors may have changed, there has always been continuity in the excellent service we enjoyed and going forward it is not expected that this will change with One Four Nine. Administrative staff too are always very helpful, whether on the telephone or in person and we are confident that we made an excellent choice going with McCrea Financial Services.

I recently had the pleasure of working with Johnathan Campbell and his team at McCrea, and I can confidently say that he is an exceptional financial advisor. From the very beginning, Johnathan demonstrated professionalism, extensive knowledge, and a genuine passion for helping his clients succeed financially. Throughout our sessions, Johnathan took the time to understand my unique financial situation and goals. He patiently listened to all my concerns and provided clear explanations on various investment options and strategies. I appreciated his ability to simplify complex concepts, making it easier for me to make informed decisions. What truly impressed me was Johnathan's commitment to transparency and honesty. He carefully explained all associated risks and worked together with me to develop a customised financial plan tailored to my needs. He genuinely cared about my financial well-being and went above and beyond to ensure I was comfortable with every step we took. Additionally, Johnathan and his team consistently demonstrated promptness and reliability. They were always well-prepared for our meetings and was readily available to answer any questions or concerns I had in between sessions. I found his attention to detail and organization skills highly commendable. Thanks to their guidance, I have witnessed remarkable improvements in my financial situation. Their expertise and strategic recommendations have helped me make smarter investment decisions and achieve my short and long-term financial goals faster than expected. I wholeheartedly recommend the McCrea team to anyone seeking a knowledgeable, trustworthy, and dedicated financial advisor. Whether you are just starting your financial journey or looking to optimize your existing portfolio, they are undoubtedly the company to turn to. With them by your side, you can feel confident and assured that your financial future is in excellent hands. Overall, my experience working with the McCrea team has been outstanding, and I am incredibly grateful for the positive impact he has had on my financial well-being. 5 out of 5 stars.

We have been dealing with McCrea for about 15 years and are more than happy with the advice we have been given. Of particular note is the the friendly and prompt attention we have received from Jenny over all that time and in more recent years the professional advice from Jonathan. All the other staff we have had contact with have also been most helpful. We would highly recommend McCrea.