W&F Q2 2022

Wealth & Finance International - Q2 2022 7 Finances In The Future! No one knows what the future will be, but with the right team at your side, it is possible to prepare for it. McCrea Financial Services Ltd has built a reputation for excellence in this field, providing much needed support for their clients. In the Retirement Planning Awards 2022, the team were named Best Pension Income Planning Specialists – Scotland. We look at the reasons behind their success to uncover more. Relationships lie at the heart of McCrea Financial Services. Every decision they make and piece of advice they give is designed to support their clients through potentially life-changing situations. Proudly independent, this is a team that knows its advice is tailored specifically to fit the needs of their clients with no outside influences at all. The team has taken on clients from a host of different backgrounds, including individuals, SME business owners and the management of various group schemes. Each requires unique support which the McCrea Financial Services team are happy to provide. Instead of focusing purely on a financial solution, the team take a holistic approach which explores high quality planning, excellent customer service levels and regular reviews, engagement, and contact. The team’s success in this field is what inspired them to broaden the services they offer. McCrea Mortgages with specialist fully independent advice for all mortgage and protection matters to further supplement the financial advisory service. Working in tandem, the firm has proven itself to be a powerhouse for the sector. The ultimate demonstration of the team’s considerable skills comes from the way in which a significant amount of the team’s business comes from existing client referrals. Putting together an exceptional team has been crucial to setting the high standards to which clients have become accustomed. Whilst the work that is done for clients is always professional, it is also as personable as possible at all times. The importance of building strong relationships is what drives the company forward, and why people continue to come back for financial advice. The value of good customer service is not lost on the McCrea Financial Services team, as they know that for some clients a chat about the weather, their family and their next holiday is just as important as finding out how their funds have performed that year! The challenge across the financial sector is bringing in new advisory talent from a diverse range of backgrounds. Despite being a relatively small business, this has not tempered the ambition of the firm in this regard. Whilst continuing to seek experienced advisors, McCrea Financial Services is also trying to bring through trainees and graduates to gain experience in a well run Mar22419 organisation. Given the size of the firm, such a decision is a large commitment, but it is one which ensures that new talent has a chance of entering into the financial planning sector. Before looking ahead, it’s worth considering the difficulties that the team have been able to overcome in the last couple of years. Remote working brought about new possibilities and has resulted in a firm which is now more agile with excellent blended working opportunities. Previously expansion would have required a larger office with big overheads. Now it needs the development of tech-based solutions to increase the incredible efficacy of the business. When looking to the future, it’s worth considering those options which will consider you in your entirety. The importance of people is what has driven the team at McCrea Financial Services to their current success. We celebrate their remarkable achievement and cannot wait to see what they do next! Company: McCrea Financial Services Ltd Name: Elaine Hamilton Email: [email protected] Web Address: mccreafs.co.uk The ultimate demonstration of the team’s considerable skills comes from the way in which a significant amount of the team’s business comes from existing client referrals.