McCreath Financial Partners Bewertungen 

I needed some advice on my pension and found McCreath phone number on MoneyHelper.org. I had a very useful conversation that was direct and honest. I was adviced on the best way to prepare for retirement and how to invest any savings. I would use them in the future.

I had chat with James recently about my financial planning for the future. He was super helpful, took time to understand what I wanted out of my finances and life and gave me unbiased advice on what to do with my finances. He was honest and wasn't trying to upsell anything - he told me where I was doing well and where I could potentially be doing better. I definitely will be engaging with McCreath Financial Partners in the future for any other financial needs!

Excellent customer service
Fantastic communication throughout the process
Professional service

Great service, not used an advisor before but was a real help as rates continue to rise.

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.

Courteous, professional, fast, exemplary communication and service

Always succinct, knowledgeable and impartial with advice.

Been using their services for a year or now.

Highly recommend

We were once again very impressed with McCreath Financial Partners and the service they provided. Robin was very responsive and clear. He understood exactly what we needed and had a very good knowledge of the market which is so important in current times. I would not hesitate to use them in future and will certainly be recommending them to anyone looking for advice.

McCreath & co gave me a first class mortgage service in every respect.
Communication was excellent and Robin was always available and had time to answer any questions I had.
Would highly recommend.

James and his team have been very proactive and helpful in providing pensions and mortgage advice, particularly in light of the recent turmoil in the markets - have now discussed and moved our mortgage from a variable to a fixed rate to give the family some certainty on budgeting over the next couple of years as BoE rate hikes are expected. Thank you - well recommended, friendly and approachable IFA .

Great service from McCreath Financial Partners. Robin took all the stress out of arranging our mortgage - he has been efficient and professional yet friendly. Thanks very much for your help and advice.

In early July 2022, I spoke to Mr Robin Franke from McCreath Financial Partners in Brighton, East Sussex, about my financial situation and my options in relation to buying my first property. Robin replied to my initial consultation request within 24 hours. When we spoke on the phone, he took the time to patiently answer all my questions in detail and length, and explained all the risks and opportunities I'd face if I bought the specific property I was looking at at the time. As a novice to buying property (or making any kind of big financial investment), I felt very well looked after by Robin. He made sure he made me aware of all the additional questions I would have to ask the seller or any other party who I will have to deal with in the course of the purchase. He also laid down in detail all potential additional costs I have to take into account before making a decision.
I extremely satisfied with Robin's service and will definitely contact him again in the near future to discuss the further steps require for my big investment.
I highly recommend Robin and I look forward to continue to work with him.

I am a first time buyer and very new to the world of mortgages and the house-buying process. Robin has been so helpful and responsive throughout, which has made what is a stressful process so much smoother.

I wanted to help my daughter buy her first home.
James explained my options, clearly and comprehensively - as he also did for my daughter.
Robin then swiftly worked to realise each of our options, with diligence - and most importantly for me - patience! No question or query I had was too small, and he responded quickly with reassurance, clarifying in non-jargon terms. I have unreserved trust in James and Robin and all the contact I have had with McCreath Financial Partners.

Instructing McCreath has been an absolute pleasure. Kind and patient service with emphasis on your success. James is incredibly knowledgeable and shows true dedication to ensure you get the most out of your investments.

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 swiftly & efficiently. We would highly recommend – and in fact have already passed on their details to a friend. Thanks both.

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 instance. I recommend him to everyone I know. Whereas many financial advisors will turn round and tell you why you can't do something, James is always positive, and always finds a way to get things done.

Worked with James on a complex BTL who was great- very easy to communicate with and made the process as simple as could be for our client considering the circumstances!

I have used McCreath financial partners on a number of occasions over the past 5 years and they have always given the best service and advice, so I always recommend James to my friends whenever they need help with their finances.

My partner and I decided to buy. Having no idea what the requirements were and what we were entitled to, we decided to use the services of McCreath partners for a financial advised and support.
We were pleasantly surprised by the service. In addition to giving us clear and precise advice and answers, James (with the information we have provided him) has given us his time by explaining the different scenarios that can be expected.

Highly responsive, he was able to answer exactly to our concerns and now we have all the cards in hand to put all the chances on our side when an offer comes our way.

Reassured of his professionalism, we are looking forward to start this journey with him.