McCreath Financial Partners Avis 

104
•
TrustScore 5 sur 5

4,9

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Lisez les avis des autres

Noté 5 sur 5 étoiles

I requested support and had a consultation with James which I found really valuable. He was able to take on board my financial situation, and give balanced advice and guidance about next steps. I woul... Voir plus

Noté 5 sur 5 étoiles

We have used McCreath financial partners to sort a mortgage for us on more than one occasion and always get a great service. James & Robin are approachable, helpful, and always get things sorted swift... Voir plus

Noté 5 sur 5 étoiles

I have worked with James for over 8 years now, and put simply - I trust him. He looks after all of my financial affairs - mortgages, pension, insurances, investments - James is who I go to in every in... Voir plus

Noté 5 sur 5 étoiles

James and his team have been brilliant, providing us with great advice even before we’d found a place. Always free for a quick call, he was reassuring as well as very knowledgable, which definitely h... Voir plus

À propos de l'entreprise

  1. Fonds de pension
  2. aussi dans
  3. Agence d'assurance
  4. Conseil en investissement
  5. Courtier en prêts hypothécaires

Écrit par l'entreprise

McCreath Financial Partners are a progressive, forward thinking advisory firm which focuses on exceptional client service. We pride ourselves on the depth of technical financial knowledge to make finance happen and work for you. We offer a full range of products and solutions for both personal and corporate clients and work alongside legal, accounting and estate management professionals to enhance the service we are able to offer and to provide one point of contact for all your financial planning needs. Investments Pensions Mortgages Protection Long Term Care Trust and Estate Planning If you have any questions, queries or would like more information please contact us on 01273 549416 and we would be delighted to help you. The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. ‘McCreath Financial Partners Ltd is an Appointed Representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority.’ Registered in England & Wales with company number 7707221. Registered Office: 32 Church Road, Hove , BN3 2FN


Coordonnées de contact

4,9

Excellent

TrustScore 5 sur 5

104 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Aucun historique récent de demande d’avis

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4,9

Tous les avis

(104)

3 avis reçus au cours des 12 derniers mois

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

I requested support and had a…

I requested support and had a consultation with James which I found really valuable. He was able to take on board my financial situation, and give balanced advice and guidance about next steps. I would fully recommend James and McCreath Financial partners and would use them again without hesitation in future.

25 septembre 2026
Avis spontané
Noté 5 sur 5 étoiles

I would highly recommend the services…

I would highly recommend the services of McCreath financial partners. We had an excellent review meeting with James that was comprehensive, detailed and with all questions carefully answered. As well as being highly knowledgable, James is extremely personable. We appreciated his honest and pragmatic approach, which was refreshing and clear. Overall we left feeling reassured and confident to be working with this firm and their expertise.

3 juillet 2026
Avis spontané
Noté 5 sur 5 étoiles

James has been very attentive to our…

James has been very attentive to our questions and concerns and was able to clearly and pragmatically inform and advise us on our options. He has provided confidence and clarity out of complexity. I will recommend. Many thanks.

16 janvier 2026
Avis spontané
Noté 5 sur 5 étoiles

Sound, logical advice

James went to a great deal of effort to get all of my pension information and his advice made a lot of sense. I would be happy for James to manage my finances.

18 novembre 2025
Avis spontané
Noté 5 sur 5 étoiles

Clear advice

James took us through all the options and gave us options based on our needs. There was clear communication throughout the whole process.

1 août 2025
Avis spontané
Noté 5 sur 5 étoiles

Financial guidance for home improvements

We have recently moved house and our lovely new home needed some care and attention. Our architect recomended James and his service from McCreath Financial Partners, to guide us through releasing some money through remortgaging our home. James clearly walked me through every part of the process it was with me all the way through, evening helped securing a better mortgage rate part the way through and before completing. James had the knowledge to guide me where I did not and made the whole thing relatively painless. We are now in a position to go full steam ahead with refurbing our home. I would highly recommend James and McCreath Financial Partners.

9 juin 2025
Avis spontané
Noté 5 sur 5 étoiles

Finance advice

I needed some financial advice and they were fantastic, got back to me really quickly with very thorough and helpful advice and guidance. Thank you!

11 février 2025
Avis spontané
Noté 5 sur 5 étoiles

James at McCreath Financial Partners…

James at McCreath Financial Partners recently helped us with our remortgage, and I couldn't be more pleased. James was incredibly helpful throughout the entire process. He provided really good guidance, responded quickly to my questions, and made the experience stress-free. I highly recommend James at McCreath Financial Partners for anyone seeking reliable and expert mortgage advice.

25 juillet 2024
Avis spontané
Noté 5 sur 5 étoiles

Above average IFA, extremely knowledeable and client focused

James has acted on my behalf on a number of projects - investments, mortgages and pensions. James is helpful, professional and knoweldgeable in his work as an IFA. I always feel that he simply puts my needs as a client first and his advise is often more than simply financial. I can highly recommend James.

18 mars 2024
Avis spontané
Noté 5 sur 5 étoiles

McCreath Financial Partners, I wouldn’t go anywhere else.

McCreath Financial Partners have been looking after my finances for a number of years now and I wouldn’t consider going anywhere else. Their advice has always been excellent even over the last couple of years when things have been tough in the financial markets. They take a personal interest in what I am doing and planning to do, taking the time to understand my financial needs and adjusting their advice accordingly.

21 février 2024
Avis spontané
Noté 5 sur 5 étoiles

Fantastic advice

James was very friendly and gave me very practical and useful advice on my pension, mortgage and potential investment. His advice was great and made me think of different issues and potential risks. I would recommend him to my friends.

8 février 2024
Avis spontané
Noté 5 sur 5 étoiles

Fantastic mortgage advice

James is super helpful, great advice and always easy to get contact with.
I have had support of James for many years and will continue to seek his help for all matters mortgages moving forward.

1 novembre 2023
Avis spontané
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Réponse de McCreath Financial Partners

Thank you for the feedback - always a pleasure to help!

Noté 5 sur 5 étoiles

Supportive and confidence building service provided

I have known James for many years now and always trust his thoughtful advice and recommendations. He is always supportive and quick to respond to my queries. I feel a lot more confident with money management knowing I have their support.

12 juin 2023
Avis spontané

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