Retirement Planning Awards 2024

4 | Wealth & Finance Retirement Planning Awards 2024 Full-Service Financial Advisory Firm of the Year 2024 – Scotland After years of working for several renowned financial institutions, Douglas McCrea recognised the need for a bespoke service that covers all aspects of financial planning for individuals and SME business owners. McCrea Financial Services offers retirement planning, pensions, and investments in addition to unbiased financial advice. At McCrea, the team understands that people need good financial planning and guidance. When handling individuals’ finances, the team considers a long-term approach to working with clients not only at the onset but through every stage of their lives. Within the retirement sphere, McCrea has fostered a supportive environment where clients can prosper for years to come. As retirement doesn’t have a specific timeframe, the business must remain abreast of industry developments to ensure it stays in a desirable financial position. With its diligent team of experienced professionals, McCrea has become renowned as the best option for financial advice in Scotland. Douglas McCrea says, “Our expert advisers can take the pain out of planning your retirement, liaising with pension and investment providers on your behalf and developing clear recommendations to discuss with you. Our personalised approach to planning retirement for our clients ensures they can structure their retirement plans based on their priorities, current situation, and level of comfort with financial risk.” In the UK Finance Awards 2023, McCrea Financial Services was named the ‘Most Client-Focused Financial Services Firm – Glasgow’ with judges sharing that the firm “truly understands the meaning of connecting with its clientele.” McCrea is dedicated to continually reviewing its processes, systems, and technologies to increase efficiency and offer effective communication. The business has recently agreed a deal to become part of the OneFourNine Group and is eager to share the benefits of being part of a UK-wide group with its clients. The future for McCrea will involve further innovation in the realm of client-focused independent financial planning. At McCrea Financial Services, its overarching mission is to find sustainable solutions to industry challenges such as the attraction and recruitment of talented young advisers and paraplanners. With a strong team behind the company, McCrea can deliver consistent customer satisfaction and ensure its services are working at maximum capacity. Priding itself on excellent client relationships, the team strives to make every client feel recognised and valued. McCrea places emphasis on getting to know clients’ interests which allows the firm to hold related events such as its yearly McCrea Golf Day where clients are invited to a day of golf, competition, prizes, and food. Douglas McCrea says, “A large amount of our client referrals come from our sponsorships with local sports teams such as Glasgow Warriors and Partick Thistle. For clients who have an interest in and support these teams, our sponsorships allow us to host them at the teams’ home matches, allowing our advisors to spend quality time outside of the office with their clients, helping to build and strengthen relationships. We are also able to regularly give away signed merchandise, as well as host various unique events where clients and their families are able to meet the players and see behind the scenes. ” Additionally, McCrea Financial Services is passionate about charitable causes and giving back to its local community. Since 2008, the company has raised over £700,000 for charity through a wide range of events such as Charity Golf Days, Charity Dinners and Wine Tastings, Charity Race Nights, and individual staff charity fundraisers. In the 2023/24 fundraising year, McCrea raised £43,060 for its charity partners, the Emma Cameron Foundation and Glasgow Care Foundation, which saw the company win the ‘Best Community Service Endeavor’ award from the MFS Supplier Awards in 2023; the award recognizes the work that Financial Service Organisations do in the voluntary sector. McCrea have recently announced their two new charity partners for the coming year, who are Revive MS Support, a local charity in Glasgow who provide nationwide support for people affected by Multiple Sclerosis by helping them manage the physical, emotional, social and financial impacts that come with a diagnosis, and the Glasgow Children’s Hospital Charity, a charity who help to provide the best possible care for young patients at Scotland’s largest children’s hospital by funding life-changing equipment, support services and research. With its wealth of industry experience and dedicated team, McCrea Financial Services is well-positioned to provide lifelong financial planning and offer professional, friendly advice to clients. Adopting a holistic approach, the team strives to listen deeply to clients’ goals and aspirations and work with them to achieve a stable financial future. McCrea is passionate about building trusting relationships to support clients on their personal financial planning journey. Looking to the future, McCrea will continue to evolve its services to meet individuals and SME business owners’ unique financial requirements. For its fully independent services, we have bestowed on McCrea Financial Services our award for Full-Service Financial Advisory Firm of the Year – Scotland. Contact: Ross McCrea Company: McCrea Financial Services Web Address: Mar24022 Established in 1999 by Douglas McCrea, McCrea Financial Services works with clients across all areas of financial planning to help them secure their financial futures. As an Independent Financial Advisory business, the firm provides a comprehensive range of financial planning services as well as transparent market advice on all mortgage and protection matters. Recognised in this year’s Retirement Planning Awards, McCrea Financial Services provides a first-class service to its valued clients to help them start their financial planning journey.