Claire Dolan's Contact Details

Claire Dolan's Company Details

McCrea Financial Services Ltd

Glasgow, Scotland, United Kingdom • 18 Employees
Financial Services

McCrea Financial Services have been providing professional financial planning advice and assistance to individuals, businesses and charities since they were formed in 1999 by Managing Director, Douglas McCrea.Based in Glasgow, but serving the whole of the UK as well as clients abroad we pride ourselves on our professional and friendly service.At McCrea's we can offer you a wide range of investment, retirement, protection, mortgage, tax and financial planning services - for individuals, partnerships and companies. Our philosophy is based on discussing and analysing client circumstances and goals and working with you to try to achieve these aims. This is done by working together, looking in detail at your objectives and circumstances and providing the most appropriate financial services solution. At all times we remember that a personal and professional service helps us to help you, the client.Being independent, we can provide a comprehensive and unbiased review of your financial affairs. Our approach creates a planning strategy tailored to your specific requirements by:1. Identifying your financial objectives and helping you to reach those targets2. Reviewing in detail your current financial arrangements3. Implementing a financial plan which encompasses the full range of products available to us, and you, by being independent4. Continually reviewing and updating your financial affairs by meeting with you on a regular basis. This allows us to provide ongoing advice and assistance.You can see what people think of us here http://www.mccreafs.co.uk/testimonials.htmlWe consider ourselves to be more than just a firm of financial advisers and, where and when we can, we try to give something back to both local and national causes through fundraising and charity events with over £425,000 raised to date.