McCreath Financial Partners

James helped me with the purchase of my first property and I was provided with so much knowledge and support. I really recommend the supportive and quick responses I received. I have since used their services for other financial advice in particular pension support. Which was invaluable for my future planning. Thank you!

I have been with McCreath Financial Partners for over a decade; James has advised me on all aspects of my financial affairs, including mortgages, Stocks & Shares ISAs and Pension funds.He has delivered consistently good advice to maximise my returns, and I am pleased with the long term performance of my investments.I would have no hesitation in recommending McCreath Financial Partners to my friends, family and colleagues.

James and his team are extremely knowledgable and competent and, above all, an absolute pleasure to work with. My financial affairs are managed here in a way I could not achieve myself. I can highly recommend James.

James McCreath helped me enormously ; firstly by answering the phone (not sending me off into a labyrinth of online booking) and secondly by suppling swift , concise, non jargon solutions to my pension enquiries . Highly recommended .

I just came off a call with James McCreath and had to pop up a review to say how impressed I am with his knowledge around pensions, which was the main purpose of the call. More importantly was the way that he spoke to me which was next level in terms of his understanding of where I am and where I want to be and in explaining things in such a kind and well meaning way. I have learnt more from this call about finances than I have ever done before and felt so at ease speaking to James. He clearly has incredible knowledge and expertise in this field with the added edge of being able to relate with me and make me feel reassured about my situation. He was kind, friendly and funny which for me made a huge difference. I have come off the call feeling much more confident and very grateful to James. I’d highly recommend him.

I contacted James today regarding investments. He really listened and understood my personal situation. James is extremely knowledgeable and gave me some excellent advice. I feel much more confident about my finances moving forward, I just wish I had spoken to him sooner.

My Wife Gill and myself have been with McCreath Financial Partners for several years, since he sorted out our pensions. Following our retirement, James has done his best to ensure that our investments more or less keep pace with our monthly pension payments. Over the years we are delighted that our capital has hardly dropped.We have absolute confidence that our finances are in safe hands with James personally keeping an eye on things.

James and Robin have been fantastic. They are diligent, thorough and very switched on. They have arranged a number of mortgage for us. Would definitely recommend!

Having initially used a larger, online mortgage broker that we found to be unhelpful, my partner and I decided to approach James, having been pleased with his level of service years ago. James & Robin were a breath of fresh air in helping us buy our first home and finding lenders that suited us. James took the time to understand our circumstance and gave us great advice and support, ultimately guiding us to our mortgage offer.Would certainly use again and have already recommended to friends.

I reached out to James at McCreath Financial Partners to help with our house mortgage. James listened to my situation and he and his team made every effort to give us the best remortgage deal they could find that was affordable for me and my family. He answered all the questions and concerns we had promptly. I would definitely recommend McCreath Financial Partners for anyone who needs any financial advice - they've been a lifesaver for me and my family and I definitely will go back to them in the future should I need further financial advice!