McCrea Financial Services

Update 5th July 2021:

We’re delighted to be providing an update at a time when the world is beginning to open up and we hope, like us, you have been able to enjoy time with family and friends as well as play plenty of golf!  In terms of the day to day activities at McCrea Financial Services, we have continued to work with our clients throughout the last fifteen months and are finally getting face to face meetings back in the diary after such a long time.  We can’t wait to welcome people back to the office and chat through requirements and plans, many of which may have altered because of lockdown.   One of the great things we have been able to take from working through the past year or so, is how adaptable our industry is to working remotely and having the technology available to organise video meetings.  This is something we plan to take forward for people who don’t wish to travel or simply won’t have time for and we hope this will appeal to the SSGS membership as we know you are spread far and wide across Scotland.   So if you fancy having a video call (or a straightforward chat on the phone) to find out whether or not we could assist with your financial plans, please do get in contact with us by calling 0141 572 1340 or emailing elaineh@mccreafs.co.uk  

You can also download our Introduction to Financial Planning brochure here.

 

OVERVIEW

Everyone at McCrea Financial Services, Independent Financial advisers, based in Glasgow are delighted be supporting the Scottish Seniors Golfing Society as principal sponsor.

You may have even heard about us through our support as sponsors of Glasgow Warriors and Partick Thistle!

Getting financially fit for you and your family’s future can require a number of important decisions so knowing your retirement planning is in safe hands can make all the difference.

There have never been more options or flexibility, so when it comes to your pensions and investments; it is increasingly important to get independent financial advice.

McCreas can help you stay in control of your retirement planning and it might not cost as much as you think.

Being independent allows McCreas’ to provide a wide range of Investment, Retirement Planning, Remortgaging, Tax and Inheritance Planning services for individuals, partnerships and companies.

We take great pride in the quality of our staff and the personalised friendly and professional service provided to all of our clients. We are also the very first Financial Advisers in Scotland to hold the coveted Investors in People Gold Status - a reflection of a great team here!

As your principal sponsor we are here to offer advice to members, whether you are business owners, employees or retired and enjoying all that brings, in particular, the time to work on your golf handicap!

For information on how we can assist you, please email us or call 0141 572 1340 to set up a no-obligation initial meeting with one of our specialist advisers.

You can also visit our website to find out more.

McCrea Financial Services Ltd is Authorised and Regulated by the Financial Conduct Authority.

For more details on specific subjects, click on links below:

SAVINGS REVIEW

RETIREMENT

INHERITANCE TAX PLANNING

 

 

 

 

Scottish Seniors Golfing Society

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