Michael's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 11 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 24 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 4 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
Review
by a verified client in Lanarkshire
5 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Requirement for insurance and protection, transfer of pension fund and general financial advice.
How has Michael Macadam helped you?
Financial advice and assurance during a career transition period.
Have you seen the outcome you were hoping for?
I have received useful guidance and support in financial decisions.
Review
by a verified client in Dunbartonshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was gifted money by my parents and required advice on my financial planning. My mum and dad already used McCrea Financial Services.
How has Michael Macadam helped you?
Michael has helped me by answering any questions I have had and explaining to me in a clear and simple way making sure I have fully understood.
Have you seen the outcome you were hoping for?
It is a long term investment so I understand the way the market currently is values can fluctuate.
What could they have done better?
Nothing, I am very satisfied with the service.
Review
by a verified client in Lanarkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Annual review as I have been with Doug McCrea from when he first ventured out on his own
How has Michael Macadam helped you?
Great advice and reassurance with the way the markets are at the moment.
Have you seen the outcome you were hoping for?
Yes but the Idiot Trump has caused pandemonium through the financial world.
What could they have done better?
Nothing as far as I am concerned.
Review
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Exisiting clients of McCreas for over 15 years. We first became clients during my mother's probate. Our retirement led to us needing more advice regarding financial planning and investments.
How has Michael Macadam helped you?
He has given us stable continuity with long term advice and investments following the retirement of Douglas McCrea.
Have you seen the outcome you were hoping for?
Absolutely! We know our investments are in good and capable hands with a storng team of excellent staff in the background.
What could they have done better?
Nothing at all.
Review
by a verified client in Cornwall
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A bad experience with another advisor
How has Michael Macadam helped you?
Taken over from and trained by an excellent advisor
Have you seen the outcome you were hoping for?
Yes until America elections and markets unstable
What could they have done better?
Nothing .