McCreath Financial Partners Omdömen 

104
•
TrustScore 5 av 5

4,9

Även om vi inte verifierar specifika påståenden eftersom omdömeslämnarnas åsikter är deras egna, kan vi märka omdömen med en ”verifierat”‑etikett ifall vi kan bekräfta att en företagsinteraktion har ägt rum. Läs mer

För att skydda plattformens integritet granskas både verifierade och overifierade omdömen av vår automatiserade programvara som är tillgänglig dygnet runt. Tekniken är utformad för att identifiera och ta bort innehåll som bryter mot våra riktlinjer, inklusive omdömen som inte är baserade på en äkta upplevelse. Vi är medvetna om att vi inte kan lägga märke till allt. Det går att flagga sådant som du tror att vi kan ha missat. Läs mer

Det här tycker kunderna

Betygsatt 5 av 5 stjärnor

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... Se mer

Betygsatt 5 av 5 stjärnor

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... Se mer

Betygsatt 5 av 5 stjärnor

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... Se mer

Betygsatt 5 av 5 stjärnor

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... Se mer

Företagsinformation

  1. Pensionsfond
  2. också i
  3. Försäkringsagent
  4. Hypoteksmäklare
  5. Investeringstjänst

Skrivet av företaget

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


Kontaktuppgifter

4,9

Utmärkt

TrustScore 5 av 5

104 omdömen

5 stjärnor
4 stjärnor
3 stjärnor
2 stjärnor
1 stjärna

Ingen aktuell inbjudningshistorik

Det här företaget har inte bjudit in sina kunder på länge. Omdömen kanske inte är representativa

Så använder företaget Trustpilot

Se hur deras omdömen och betyg hämtas, betygsätts och modereras.

4,9

Alla omdömen

(104)

3 omdömen under de senaste 12 månaderna

Skriv ett omdöme
Företag på Trustpilot får inte erbjuda incitament eller betala för att dölja omdömen. Omdömen är enskilda användares åsikter och inte Trustpilots åsikter. Läs mer

Betygsatt 5 av 5 stjärnor

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 juli 2020
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

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 juli 2020
Omdöme utan inbjudan
Logotyp för McCreath Financial Partners

Svar från 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

Betygsatt 5 av 5 stjärnor

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 april 2020
Omdöme utan inbjudan
Logotyp för McCreath Financial Partners

Svar från 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

Betygsatt 5 av 5 stjärnor

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
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

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 februari 2020
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

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 oktober 2019
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

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 oktober 2019
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

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 september 2019
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

Speedy response

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

1 augusti 2019
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

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 juli 2019
Omdöme utan inbjudan

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