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

Écrire un avis
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

Managing the incompetence of a large pension provider!

For nearly 18 months James McCreath has been working with me trying to sort out a hybrid pension, part defined benefits and part defined contribution, with a large pensions administrator. The company was unable to manage bringing two schemes together, although they had created the policy structure.This pension is now paying out just over a year late. I am very grateful for James’ support and delighted to say I ended up with the pension I deserve.

30 juillet 2020
Avis spontané
Noté 5 sur 5 étoiles

Great Financial Advisor!

James was able to organise a re mortgage for me as a consequence of his persistence and knowledge of the market. He is to commended!

30 juillet 2020
Avis spontané
Noté 5 sur 5 étoiles

Highly recommended

I’ve been with McCreath Financial partners for over a decade and I’m delighted with the advice and performance of my pension portfolio and investments. I’d have no hesitation in recommending James to any investors looking to grow their funds.

13 juillet 2020
Avis spontané
Logo de McCreath Financial Partners

Réponse de McCreath Financial Partners

Thanks for the the review Rob - It was a pleasure to assist you with your pension planning and we look forward to working with you in the future

Noté 5 sur 5 étoiles

Mortgage and Pensions

James gave me great advice and was really helpful with my mortgage and my pension plan. In particular with understanding my individual needs and circumstances. His vast knowledge of the products on offer combined with his experience and instinct in the financial industry made his help invaluable. I felt I was in safe hands and was really well looked after.

16 avril 2020
Avis spontané
Logo de McCreath Financial Partners

Réponse de McCreath Financial Partners

Thank you David for your feedback. A pleasure to assist you and I look forward to speaking again in the near future.

James McCreath

Noté 5 sur 5 étoiles

McCreath Financial Partners are just brilliant!

McCreath Financial Partners are brilliant to work with and we used their services for the initial purchase of our property five years ago and now to remortgage.

James and his team listened to our needs and wishes, which lead to a thought through assessment of the situation and a deal that fit our needs. They are very speedy in their replies, take their time and are always open to answer questions on the phone.

We definitely will work with James and his team again in the future! Many many thanks.

Best, D&J

31 mars 2020
Avis spontané
Noté 5 sur 5 étoiles

James handled my remortgage brilliantly…

James handled my remortgage brilliantly and his wide ranging financial knowledge gave me information that has halved my tax bill. I would whole heartedly recommend him for his deep knowledge of this difficult subject, his commitment to finding the best product to match your circumstances and as some one who will go the extra mile

12 février 2020
Avis spontané
Noté 5 sur 5 étoiles

Highly professional service

I have now used MFP for pension planning, private medical cover and a re-mortgage. James and his team provide a slick, highly professional service. I have found them to be responsive to my needs, good at identifying suitable products and excellent at driving matters forward whilst keeping me in the loop. Highly recommended.

11 octobre 2019
Avis spontané
Noté 5 sur 5 étoiles

Excellent helpful service

Excellent helpful service from people who will do everything they can to help you get a mortgage that suits your needs, even when those needs keep changing as they did for us! We found the service really valuable. Thank you.

4 octobre 2019
Avis spontané
Noté 5 sur 5 étoiles

Would recommend

Highly recommend using McCreath Financial Partners. We were kept informed through the whole process.

20 septembre 2019
Avis spontané
Noté 5 sur 5 étoiles

Excellent help and advice

Excellent help and advice. Always respond quickly and very helpful in every aspect. Can’t fault the service or the company. Very much recommended.

12 septembre 2019
Avis spontané
Noté 5 sur 5 étoiles

Speedy response

Speedy response. Personalised advice regarding my pension. Everything has been carried out with perfection to suit my needs.

1 août 2019
Avis spontané
Noté 5 sur 5 étoiles

James and Robin smashed it

James and Robin smashed it. We got a bigger mortgage than we expected. There was a bit of back and forth with the lender but James got us through this process relatively smoothly and ultimately saved us a load of money. 5 stars

11 juillet 2019
Avis spontané

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