Company Tagline
Independent Financial Advice for Every Stage of Life
Industry Category
Business Keywords
Company Description
McCrea Financial Services Ltd is a leading provider of comprehensive financial services, dedicated to securing the financial well-being of individuals, businesses, and charities. Since its establishment in 1999, McCrea Financial Services has been committed to delivering professional and friendly service, building lasting relationships with clients across the UK and abroad.
Located at 3rd Floor, Moncrieff House, 69 West Nile Street, Glasgow, G1 2QB, GB, McCrea Financial Services offers expert financial planning advice tailored to every stage of life. Whether you're starting your career, raising a family, navigating mid-life challenges, or planning for retirement, McCrea Financial Services provides the guidance and support you need to achieve your financial goals. The company prides itself on its commitment to the community and actively supports charitable causes, having raised over £700,000 since 2008.
MCCrea Financial Services is more than just a financial services firm; it is a trusted partner dedicated to helping clients achieve financial security and prosperity. The company looks forward to continuing its tradition of excellence and expanding its reach in the years to come. We invite the manager of McCrea Financial Services Ltd to create a customized and exclusive company showcase and product listing on our platform to further enhance your online presence and connect with new clients.
Key Personnel / Employees
Compare Companies Side by Side
Compare McCrea Financial Services Ltd with 3 companies in Financial-Services
| Comparison Field |
McCrea Financial Services...Main Company |
Thorley Wealth Manag...View Profile |
Optimize Financial G...View Profile |
YourMoneyHub.comView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2012 | 2009 | 2013 |
|
Company Size
|
— | 2-10 | 201-500 | 2-10 |
|
City
|
Rochester, New York | Toronto, Ontario | Worthing, West Sussex | |
|
Country
|
United States | Canada | United Kingdom | |
|
Skills & Keywords
Comparing with main company
|
14 Total Skills
Financial Planning
Investment Advice
Retirement Planning
Tax Planning
Mortgages
Wealth Management
Financial Services
Auto Enrolment
Group & Company Pensions
Business Planning
Advice for New & Existing Businesses
Personal
Childrens' Savings
Annual Review Meetings
|
11 Total
2 Common
9 Unique
Match
14%
Common Skills:
Retirement Planning
Wealth Management
Unique Skills:
Charitable Giving
College Planning
Estate Planning
Planning for Aging
Risk Management
Sustainable Investing
+3
|
13 Total
1 Common
12 Unique
Match
7%
Common Skills:
Financial Planning
Unique Skills:
Debt Management
Education Savings
Executive & Business Services
Financial Advice
Insurance
Investment Management
+6
|
16 Total
16 Unique
Unique Skills:
Accountants
Annual Return
Bookkeeping
Chartered Acountants
entrepreneur
Financial Advisers
+10
|
4
Total Companies2009
Oldest Founded3
Countries50
Unique SkillsSimilar Companies
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Alternative Company Names
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