We pride ourselves on customer satisfaction, transparency, and trust.
The reviews below represent services undertaken and are client views.
If you have any questions, queries or would like more information please contact us and we would be delighted to help you.
EXCELLENT | 106 REVIEWS
106 customer feedback reports with an average score of 5 stars across Google Reviews and Trustpilot.
To view full company profile click here
McCreath Financial Partners Ltd has no control or responsibility for the pages you are about to access or to anywhere subsequently.
Above average IFA, extremely knowledgeable and client focused
“James has acted on my behalf on a number of projects - investments, mortgages and pensions. James is helpful, professional and knowledgeable in his work as an IFA. I always feel that he simply puts my needs as a client first and his advice is often more than simply financial. I can highly recommend James.”
James is extremely knowledgeable and…
“James is extremely knowledgeable and supportive through the whole process of helping and facilitating the best offer available for your query and needs. Highly recommend his work. Thank you James!”
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.”
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.”
Took the time to listen
“Took the time to listen, to understand and to work to a solution to suit me”
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.”
Excellent and fast service
“Excellent and fast service, would recommend.”
I had a really great chat with James…
“I had a really great chat with James over Life insurance options. Left the conversation with a lot of clarify where before I was rather stressed. Top bloke! Thanks again James”
Mccreath Financial Partners
“Always very helpful, professional, and knowledgeable, offering the best possible financial advice”
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.”
I needed some advice on my pension and…
“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 advised on the best way to prepare for retirement and how to invest any savings. I would use them in the future.”
Genuine, honest and unbiased
“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!”
Exemplary company
“Excellent customer service
Fantastic communication throughout the process
Professional service”
Great service
“Great service, not used an advisor before but was a real help as rates continue to rise.”
Excellent advice given
“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.”
Excellence
“Courteous, professional, fast, exemplary communication and service”
Wouldn't use anyone else
“Always succinct, knowledgeable and impartial with advice.
Been using their services for a year or now.
Highly recommend”
Excellent service
“We were once again very impressed with McCreath Financial Partners and the service they provided. James 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.”
A first-class mortgage broker.
“McCreath & co gave me a first class mortgage service in every respect.
Communication was excellent and James was always available and had time to answer any questions I had.
Would highly recommend.”
Proactive IFA in turbulent times!
“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.”
Homemover
“Great service from McCreath Financial Partners. James 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.”
Buy-to-Let Remortgage
“McCreath Financial Partners were professional, helpful, knowledgeable and quick to respond. We would not have been able to go through this process without them - extremely grateful for all their support.”
First Time Buyer
“In early July 2022, I spoke to the team at McCreath Financial Partners in Brighton, East Sussex, about my financial situation and my options in relation to buying my first property. They replied to my initial consultation request within 24 hours. When we spoke on the phone, they took the time to patiently answer all my questions in detail and length, and they 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. They made sure I was made aware of all the additional questions I would have to ask the seller or any other party with whom I will have to deal with in the course of the purchase. They also laid down in detail all the potential additional costs I have to take into account before making a decision. I extremely satisfied with their service and will definitely contact them again in the near future to discuss the further steps required for my big investment. I highly recommend McCreath Financial Partners, and I look forward to continuing to work with them.”
First Time Buyer
“I am a first time buyer and very new to the world of mortgages and the house-buying process. McCreath Financial Partners have been so helpful and responsive throughout, which has made what is a stressful process so much smoother.”
“James has been amazing, we had made several mistakes with other Financial advisors but thankfully James dealt with them and now we can rest assured he will keep an eye on the situation.”
Mortgage
“I wanted to help my daughter buy her first home.
James explained my options, clearly and comprehensively - as he also did for my daughter.
James 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 all the contact I have had with McCreath Financial Partners.”
Couldn’t be happier
“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.”
Financial Advice
“I contacted McCreath Financial Partners and was very impressed with James’ knowledge and expertise in all the financial areas for which I sought advice. I wouldn’t hesitate to use McCreath Financial Partners in the future.”
Great Service
“We have used McCreath financial partners to sort a mortgage for us on more than one occasion and always get a great service. James was 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.”
A Fantastic Company to Deal With
“A fantastic company to deal with. James and his team make all the daunting and complex financial dealings feel so effortless. They have my absolute trust and I look forward to working with them for many more years.”
Pension Issues
“I highly recommend James McCreath and his company . He sorted out my pension issues. Plus, other financial issues. Always available and patient with my questions and giving me support.”
Mortgages, Pensions, Insurances & Investments
“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.”
Pensions & Investments
Positive: Professionalism, Quality
“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.”
Complex BTL
“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!”
Always prompt good service and advice
“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.”
Financial Advice & Professionalism
Positive: Professionalism, Responsiveness
“James has been extremely knowledgeable and approachable over the many years I have sought his financial advice. He is consistently professional, efficient, accessible and highly responsive. He provided me with guidance to my best interests and really listened to my needs and concerns, what was complex and stressful he made clear and hassle free. I trust MFP and highly recommend.”
Mortgages & Financial Advice
“James has been a pleasure to work with, making the complicated seem simple... From helping us buy our first home, to remortgaging, to the many emails I send him asking for advice – here’s been there for us. Highly recommend.”
Trustworthy and Approachable Financial Advisors
“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!”
Complex Mortgage Advice
Positive: Professionalism, Responsiveness
“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!”
Highly Recommend
“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 Financial Partners for a financial advise 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.”
Fantastic Service from McCreath Financial
“Fantastic service from McCreath Financial. They could not do enough for us and made the whole process a considerable amount less stressful than I have experienced in the past. Would fully recommend and will definitely be using again for any future purchases.”
Fantastic
“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 helps in making the whole process a lot less stressful.
Would definitely use their services again, highly recommend.
”
Total Support on Complex Cases
“There is only five stars available but I would give ten to the team for their dedication, support and patience.
I was lost as lost can be in difficult remortgaging issues. It took seven months to work it out and they were here for me step by step to ensure the process was completed.
Many many many thanks”
Pension & Mortgage
Positive: Professionalism, Quality, Responsiveness, Value
“Have been using McCreath Financial Partners for a good few years now. My once underperforming pension is now thriving thanks to sound investment advice despite any impact due to COVID-19.
My original mortgage application needed some extra work behind the scenes and this was handled expertly and to schedule to allow me to complete on time. Such a relief to know I was in good hands.
I’m now up for a financial review and remortgage, and once again it’s all being handled perfectly and with plenty of time to make any amendments if I so wish. Priceless service.”
Excellent Customer Service
“Excellent customer service and understanding of my requirements. I always receive prompt and speedy action. I feel confident to use this company for long term financial advice and feel assured by the personal approach to clients.”
Equity Release
“James very successfully helped us secure an Equity Release package on our property. A great service”
Exceeds All Expectations!
“Honestly James exceeded all my expectations! Went out of his way to thoroughly investigate my complicated pension request. I will be using him for all my financial planning. I had spoken to about 10 financial advisers before contacting James. He was the only one who was interested in finding the best option for me! Definitely recommend using this company.”
Highly Recommended
“Our experience with MF Partners has been exceptional. James worked incredibly hard to find us the best mortgage and were very quick and efficient in all correspondence, as well as supportive and helpful with all paperwork and all queries we had. We wouldn’t hesitate to recommend them - amazing service and experts in their field.”
Fantastic Advice
Positive: Professionalism, Quality, Responsiveness, Value
“Fantastic advice from James, and so friendly and easy to deal with. Really put my mind at ease and helped me formulate a plan for my future. Could not recommend highly enough. Thank you!”
Great, efficient and friendly service for my mortgage.
“I approached McCreath Financial for help brokering a mortgage after I was disappointed by a previous provider who was unresponsive and impossible to contact. MFP were the exact opposite: attentive, responsive, helpful, and friendly. James was amazing and helped me through the whole process, securing me a great mortgage, and were very helpful throughout.
The estate agent might recommend a mortgage broker, as ours did, but don’t assume that will make things easier. MFP were so much better, and I definitely recommend them.”
Self-Employed Mortgage
Positive: Quality
“James has been a fantastic boost to our mortgage preparation and application this year, really going the extra mile to find a mortgage that suited us. It constantly amazed us how they left no stone unturned, even when it was looking very unlikely. Me and my wife are both self-employed, so it hasn’t been an easy job for them by any stretch—and in a year of a global pandemic. Thanks so much!”
Comprehensive and Coherent advice and suggestions
“James offered clear and non-jargonised options and suggestions when I was seeking to effectively tax plan and manage my future retirement finances after I received a small inheritance.
The options James suggested covered everything from maximising savings, pension security, inheritance tax planning and ways of helping support my daughters to obtain mortgages - comprehensively and coherently. - Thank you”
Great service
Positive: Professionalism, Quality, Responsiveness, Value
“We had a great experience using McCreath Financial Partners. They were very responsive, understood exactly what we needed and gave great advice throughout. We will definitely be using them in future and we would not hesitate to recommend them to anyone else.”
Excellent service and advice
“Excellent service and advice. Also incredibly efficient!”
Can’t thank them enough
“I can not thank the team at McCreath Financial Partners enough for their exceptional hardwork and grit determination to get us what we needed to pursue our dream. Even when it was declined they didn’t accept it and went over and above to eventually get us more than we thought we would, at a time when borrowing is hard. Thank you so so much for never giving up when we nearly did. I would 1000% tell anyone to call McCreath Financial Partners for their professionalism, friendliness and positivity.”
Mortgage
Positive: Great team to work with, easy process
“James and the team were great to work with. They made the process really easy for me in terms of finding a mortgage and then completing the process.
Would definitely work with them again.”
Complex Mortgage Requirements
“I owe everything to James at McCreath Financial Partners for overcoming every financial hurdle mid of my divorce to secure me a mortgage. His strong knowledge in accounting with his insight to understanding the complex ‘algorithms’ of mortgage application was key to getting me through this tough, stressful and emotional moment in my life. Simply couldn’t have achieved this without him. Eternal thanks, sincerely.”
Mortgage
“Excellent and efficient service from the whole team. Very pleased with the level of expertise which enabled us to obtain a mortgage meeting our needs. Would highly recommend James.”
Mortgage
“A really first class, personal service from James. His expert knowledge of the market ensured that we were able to obtain the product we were looking for. Highly recommended.”
Mortgage
“We used McCreath Financial Services to get our mortgage and found them helpful, prompt and professional. They kept us well informed and took the stress away from finding the best mortgage. Would highly recommend.”
Wealth Management
Positive: Professionalism, Quality, Responsiveness
“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.”
Mortgage
“This is our second mortgage arranged by James and his colleagues.
Very efficient and easy to communicate with – I’d definitely recommend them.”
First Time Buyer
Excellent service throughout
“The team were great throughout the process of finding and securing a suitable mortgage. As a first time buyer it was invaluable to get the support of friendly experts on hand to answer my questions and keep me updated on progress and next steps throughout, in a timely manner. I would definitely recommend McCreath Financial Partners to anyone looking for a personal service.”
Mortgage
“Excellent service and very quick, arranged our mortgage with no fuss and plenty of help.”
Mortgages
“During challenging times in borrowing. McCreath Financial Partners obtained two mortgages for my family to fund a barn conversion. When one fell through after a lot of work, another was identified and completed within a matter of days. Overall, very happy with the service provided.”
First Time Buyers
Positive: Professionalism
“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 was 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.”
First Time Buyer
Positive: Professionalism, Quality, Responsiveness, Value
“I’ve used MFP through my whole mortgage process and, thanks James, have found the best mortgage and property possible than I ever could find without an advisor. Advice and feedback was clear and consistent, and I was made aware of considerations I would not have discovered alone. The team were also excellent at recommending help for other services, such as the Solicitors. Thank you for giving me the confidence to get through my first housing purchase!”
Company Pensions
“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.”
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 be commended!”
Mortgage
“Excellent service and quick response, definitely I will be using them again. 5 stars.”
First Time Buyer
Positive: Professionalism, Quality, Responsiveness, Value
“We approached McCreath Financial Partners for assistance in purchasing our first home, having been recommended James McCreath by a friend. James was brilliant. They explained everything clearly, answered any questions we had and were very proactive throughout. Could not fault their service at all. We will absolutely use them again in the future and will be recommending them to our family and friends.”
Thoughtful and considered advice
“James supplied thoughtful and considered advice that met our requirements well and has handled our negotiations with mortgage company to our benefit.
”
Probate
Positive: Professionalism, Quality, Responsiveness, Value
“James responded quickly and was hugely helpful and patient in explaining how to approach probate for my mothers estate. We had confusion from her will writing company and James took his time to help us understand the situation and made us feel much more in control. Thank you!”
Mortgage
Positive: Professionalism
“James listened and qualified my needs, searched the market for the product that best suited my individual requirements. Kept me updated without any prompting. All sorted, excellent professional service.”
Pension Advice
Positive: Professionalism, Quality, Responsiveness, Value
“I was in need of some pension advice and received a quality service. Very responsive and straight to the point. Will be recommending McCreath Financial to my friends and family.”
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.”
Mortgage & Tax Advice
“James handled my remortgage brilliantly and his wide ranging financial knowledge gave me information that has halved my tax bill. I would whole heatedly 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.”
Long Term Care Planning
“I phoned this company to discuss how to manage the finances for my mother’s eventual entry into residential care. I found the experience both valuable and reassuring, and felt very confident that the advice I was being given was informed and relevant to my situation.”
Amazing Service - Mortgages and Re-Mortgages
“Amazing service. James and his staff manage all our mortgages and remortgages across the portfolio with speed and efficiency. I would (and do) recommend them to all my friends.”
Remortgage
“Very professional and speedy service and provided a very good mortgage rate.”
I was Very happy with the service
“I was Very happy with the services provided
I felt that they were professional caring and was trusted completely”
Highly Professional Service - Pension Planning, Private Medical Cover and a Re-Mortgage
“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.”
Mortgage - 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.”
Would recommend
“Highly recommend using McCreath Financial Partners. We were kept informed through the whole process.”
Mortgages - Highly Recommend
“Once again James worked his magic and got the best deals available for us. I would highly recommend...
Thank you again James.”
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.”
Exceptional Knowledge - Pension Advice and Mortgage Advice
“Always a pleasure dealing with James McCreath - his professionalism, efficiency and exceptional knowledge gets us the right financial products every time —- could not recommend enough!”
Buy-to-Let Mortgage
“Absolutely excellent service, very professional, personalised experience. McCreath Financial Partners were able to get me an excellent deal on a buy-to-let mortgage very efficiently with prompt communication. They went over and above to ensure all my queries were answered promptly. I would highly recommend them to anyone looking for an independent Mortgage Broker to source their Mortgage, I will be using them again.”
Mortgage & Pension Advice
“Great customer service
Fantastic value for money”
Mortgage - First Time Buyer
“James 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”
Mortgage - First Time Buyer & Pension Review
“As a first time buyer who was not especially financially adept, James gave me some great, impartial advice to help understand my situation as well as consolidate my existing pension pots. He was friendly and professional, very helpful, and all round a top guy!”
Mortgages
“I have used McCreath Financial Partners twice now regarding my mortgage applications. James provides honest and reliable advice, helping you to navigate what is a daunting process for most people to undertake. James and his team operate quickly, turning around my applications in excellent timeframes. They keep in contact before, during and after the application ensuring all your needs are met. When dealing with so many difficult and different variables during the property buying process, It’s comforting to know that the mortgage application process with McCreath Financial Partners is one that is made easy! Thank you James.”
Mortgage
“The team at McCreath Financial Partners has been amazing when it came to sorting out my recent re-mortgage. They were very good at keeping me informed on progress and was at the end of the phone when ever I needed to contact them, and were always quick at answering emails. I will certainly be using and recommending MFP again.”
Mortgage & Pension
“McCreath Financial and Partners go the extra mile to ensure they get the best product for you whether that’s a mortgage or pension. Highly recommend them!”
Mortgage Advice
“I really rate the advice and support received from McCreath Financial Partners. They have successfully placed and re tendered several mortgages for me over the years and more recently advised on investing my private pension. I’m extremely happy with the service I’ve received and have been pleased to recommend MFP to friends and colleagues. Bottom line; James is a finance-geek. Sorry James, but when dealing with my money that’s exactly what I want from my financial adviser.”
Mortgage and Pension Advice
“James has been extremely knowledgeable with his mortgage advice and is able to obtain highly competitive mortgage rates. I have used his services 4 years ago and again this year. I would strongly recommend him and plan to use his pension advice in the near future. Definitely value for money.”
Advice you can trust
“Friendly, thorough and efficient service! I will use James again. Thank you.”
Timely, trustworthy, independent advice
“Excellent service from James and the team. Would highly recommend them. Timely, trustworthy, independent advice.”
Mortgage Advice
“The team at McCreath Financial Partners was a huge help when i applied for my first mortgage.
As a first-time buyer, i did not know much about mortgages or the whole buying process in general.
They answered all my questions and made the whole process very smooth and stress free.
I will be recommending McCreath Financial Partners to everyone from now on!
Thank you for everything!”
Pension Advice
“I received advice from James regarding Pensions. He was extremely helpful. I highly recommend McCreath Financial Partners.”
Mortgage Advice
“I have completed two property purchases through McCreath Financial Partners and each time James and his team have made me feel totally at ease with the process. I couldn’t be happier with their services! Thank you!”
Retirement Planning
“Outstanding service from beginning to end. James quickly developed a clear understanding of our goals and came up with an unexpected but excellent solution. He then worked closely with us to refine the details. However, often the measure of a working relationship is how things go when there’s a bump in the road and when we had ours, James quickly came up with alternatives and solutions. All in all a first class job. Sincere thanks!”
Family Wealth Management
“James has looked after our family finances for years, offering great service and a real can-do attitude.”
Mortgage
“Top class and highly efficient service from the guys at McCreath Financial Partners.
I receieved a remortgage offer within a week of applying.
Highly recommended.”
Pension Advice
“Help with pension - Really took the time to understand my needs. Very happy. Thanks”
Pension Advice
“I’ve been looking for a pension advisor in the local area to discuss my personal and company pension scheme and I’ve been thoroughly impressed with the excellent service from McCreath Financial Partners.”
Financial Advice
“I recently went to several recommended advisors seeking help with a very tricky financial situation I could see no way of resolving. I picked up a lot of tips along the way but without doubt, the advice and support offered by James McCreath stood head and shoulders above the rest. Within minutes he had grasped the complexity of the situation and came up with a comprehensive and realistic plan spanning the next 3 years, that offered me an outcome that benefited me in a way no one else had seen. If you’re looking for financial advice I really highly recommend James, he’s certainly the advisor I’ll be using from now on!”
Pension Investments & Mortgages
“I’ve used James for all of my financial advisory needs for over 8 years now. He helped me with my first mortgage, which 5 years on is a fantastic product that I’m delighted with. He sorted out my pension which has returned 14% on average over the last 6 years. He stands alone. I would never dream of going to anyone else.”
Pension Advice
“James McCreath has proven to be a most excellent financial adviser, and my investments have benefited substantially from his wealth of experience. I rely on James’ advice and recommend you do so too.”
James and the team at McCreath Financial Partners
“James and the team at McCreath Financial Partners have been an excellent support at every stage of the process whilst sorting out our mortgage. Keeping things clear and simple in what could have been a complicated process. I would highly recommend McCreath Financial Partners to anyone.”
Great service from start to finish
“Great service. They say “We’ll keep it simple and help make your mortgage happen” and they did just that. The team looked after us through the full process. No issues at all and all our questions were answered promptly. This is the second mortgage we have used MF Partners for.”
Fantastic Financial Advice
“I have recently got some fantastic financial advice from James, very honest and clear, with real consideration for my lifestyle and long-term plans. I really appreciate that he was very generous with his time going through everything with me discussing investment choices and pensions. Thanks!”
Pension Solved
“Such a relief to find someone that cares as much about the person as much as the figures. James is clearly extremely knowledgeable. You won’t be disappointed.”
My Finances
“James McCreath goes out and beyond to get me the best deal and reviews my pension regularly maintaining a healthy growth. Thank You!”
Completely Satisfied
“I have used James for all my Financial requirements for a few years now. Most recently he helped with some pension advice. He is extremely knowledgeable, approachable and deals with all my queries very professionally and efficiently. I would, and indeed have recommended him to friends and family.”
Good Straight Forward and Clear Advice
“Good straight forward and clear advice, great returns and a trusted advisor. I have been with MFP for many many years and cannot recommend them highly enough.”
Amazing Advice
“James listened and advised me in an honest and professional way giving me peace of mind money can’t buy. The entire staff at McCreath Financial Partners are very capable of giving you the right information and support to make the right choices!”
Short-term Mortgage Loan
“Excellent from start to finish. Tight deadline was met and communication throughout the process was first class. Highly recommended.”
Great Service
“Great service, communication and support. Explained all of the options and helped us to make the right choice. Then drove the process to completion in a very tight timeline”
Mortgage Intermediary
“Having dealt with numerous mortgage advisors over the years, I can honestly say that MF Partners are exceptional. James McCreath is fantastic to deal with. His expert knowledge of an ever changing marketplace is unparalleled. The money he has saved his clients within the mortgage sectors is nothing short of exceptional and the service and support that comes with it is simply immeasurable. The passion for what he does is beyond anything I’ve ever witnessed and James truly does have the know how to make the impossible, possible. I would recommend MF Partners to anyone in a heartbeat!”
Bridging Intermediary
“Professional, prompt with responses and always had full knowledge of the case at hand. Highly recommended”
Mortgage
“Very good and provided excellent advice.”
Pension and Mortgage Advice
“I was having issues with a property purchase and James was able to advise me on a solution that resolved the issue and enabled me to buy the property I had been trying to complete on for a while. With regards to my pension it is now doing what I wanted it to do in the first place - grow at a reasonable rate! I feel happy that it is now being properly looked after. Thank you James, much appreciated!”
Securing a first-time buyer mortgage
“I would gladly recommend (and have recommended) James McCreath of McCreath Financial Partners as a mortgage broker. James is highly communicative and has a wealth of knowledge of the mortgage industry and was able to answer any questions I had quickly and concisely in a manner which provided me great reassurance. ”
Financial Review, First Meeting
“Useful discussion. James is very professional and quickly understood a complex and slightly unusual financial situation. He saw options, critiqued strategy and did not pressure. Recommended”
Pension Advice
“James listened and advised me in an honest and professional way giving me peace of mind money can’t buy.
”
Pension Advice
“James was honest, understanding to my situation and gave advice in plain English and clear direction”
Mortgage Application for Limited Company Owner
“Working with James has been a complete dream: incredibly responsive, personable, diligent and knowledgeable. He picked up my case whilst away on holiday and ensured I was ready to make an offer on my chosen property. For anyone that runs a SME applying for a personal mortgage can be very complicated, James took away all of this stress and worked with my accountant to get me a 5yr fixed mortgage that was better suited and at a much cheaper rate than anything I could find. James provided highly detailed documentation at every point and was always around to explain anything I didn’t fully understand. James recommended a local solicitor that has worked just as hard and helped streamline an otherwise complicated sale process. I would highly recommend James McCreath.”
Investments and Pension
“Excellent and effective”
Investment Advice
“I would recommend this company.”
Investment Advice and Management
“Excellent support and exceptionally pleased with the success of the advice. No hesitation in using Mr McCreath again and recommending to others”
Financial Advice and Investment
“I couldn’t be happier with the excellent service I received.”
Equity Release
“Reliable, friendly and prompt.”
Remortgage and new BTL Mortgage and BTL Remortgage and Pension
“Always get the best deal accessible that meets our needs.”
Personal Pension
“I would recommend this company.”
Pension and Mortgage Advice
“I’ve seen James for financial advice several times over the last few years, primarily around my mortgage as well as changes to my pension scheme. James has been an incredible help in navigating what is quite a maze of information to someone who isn’t aware of different types of deals etc. I was in a difficult position being a first time buyer but James was able to guide me to the right deal for me, getting me a much better rate than I had found myself and securing acceptance to the first one I applied for. He also provided solid recommendations for solicitors which proved useful when I had problems a year after completion that a regular conveyancer would likely not have been able to deal with. When my remortgage was due James was able to help me find another excellent deal as well as releasing some of the capital I had acquired in my home, without increasing my term or payments. To say I was happy with this would be an understatement. I used James again when my pension scheme underwent changes at work, and he was able to review and provide guidance as to how best to configure my payments to maximise my pension benefits over time without causing problems today. Overall, very happy with the service that James has provided and hope to use him again when I start looking at regular investments in the near future.”
Mortgage Advice and Pension Investment
“I would recommend this company.”
Managing my Investments and also Arranging House Sale Funds
“Every step of the transactions has been explained and set out clearly. Emails answered promptly.”
Pension Advice, Investment and ISA's
“Very fair, good clear information.”
Pension and Investments
“We have used other financial advisers but McCreath Financial Partners have been the best.”
Pension and Investments
“I would recommend this company.”
Financial Advice
“James is extremely knowledgeable, competent and well qualified.”
Financial Advice and Investment
“Very thorough, holistic approach, in-depth assessment before advice.”