Mccrea Financial Services Ltd
McCrea Financial Services have been providing professional financial planning advice and assistance to individuals, businesses and charities since they were formed in 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. We work with our clients across all areas of financial planning to help secure their finances for now and for the future, across all stages of life; whether you are landing your first professional job and entering the world of work, starting a young family, working through the 'messy middle' stages of life or planning towards retirement; we'll be there for you. We consider ourselves to be more than just a firm of financial advisers and recognize that we have the opportunity to give something back to the community as well as being able to help raise the profiles of our yearly charity partners. Since 2008, we have raised over for our charity partners through a range of events and fundraisers, and don't plan on stopping anytime soon!
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- LM
Lesley-Anne MacGregor
Director of Operations · Operations
EmailPhone - AG
Andrea Gordon
Paraplanner · Finance & Accounting
EmailPhone - DM
Douglas McCrea
Managing Director · General Business & Management
EmailPhone
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Top roles at Mccrea Financial Services Ltd
5 distinct titles indexed · top 5 shown.
- 1director of operations
- 1independent financial advisor
- 1managing director
- 1mortgage and protection specialist
- 1paraplanner
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