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One Four Nine Wealth (Glasgow)
Personalised financial planning and investment management for Glasgow's discerning clients.
5
Business
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Personalised financial planning and investment management for Glasgow's discerning clients.
One Four Nine Wealth provides expert financial advisory and wealth management services from its Glasgow office. Specialising in investment portfolio management, mortgage and remortgage advice, pension restructuring, and comprehensive financial planning, the firm offers a highly personalised, client-centric approach. With a dedicated advisor model ensuring continuity and deep understanding of individual financial goals, One Four Nine Wealth delivers transparent, professional guidance supported by real-time investment tracking tools. The team is committed to building long-term relationships and helping clients achieve superior financial outcomes.
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Expert assistance with mortgage applications, remortgaging, and securing competitive rates tailored to your needs.
Personalised investment portfolio management with real-time tracking and dedicated advisors for optimal growth.
Comprehensive pension restructuring and retirement strategy services to secure your financial future.
Holistic financial planning including risk assessment and goal-oriented strategies for long-term wealth building.
One-on-one advisory sessions for general financial advice, continuity of service, and ongoing support.
Overall rating
Ross Barnett
I have used McCrea Financial Services numerous times now over the last number of years for help with both initial mortgage applications and remortgaging, and their help has always been first class. Their communication is excellent and advice has always been good.
Jennifer Blair
I've been a client of McCrea Financial Services for many years now, both for general financial advice and recently for arranging a mortgage. They are highly professional, take care to explain their process and any issues were taken care of promptly. I can't fault their services at all.
M Scheibl
I contacted McCrea Financial Services to discuss my workplace pension and met with Ryan, who helped me to restructure my fund, which is something I wouldn't have been confident to do for myself. The service was professional and I am confident that I've made the right decision for my pension based on the advice I've received.
Jim Forsyth
Having suffered the experiences of dealing with some of the big players in the Investment field, I got so frustrated with speaking to a different contact every time I called. Inevitably these people knew little or nothing about me or my investments and clearly were reading from notes on a screen that they had just pulled up. Ongoing communications were limited to annual statement in the post. The growth in my investment portfolio was pretty lack lustre. Move on to my transfer to McCrea financial services. I now have a dedicated person responsible for my investments, he is always available when I call - or calls me back when available. He has a great support team and they also are totally aware my financial goals and attitude to risk. I also have an live app which shows me in real time, exactly what is happening with my investment. My wife has the same. Comparing like for like the growth trends between my old investment company and McCrea, I have been benefitting from higher returns year on year with McCrea. I wish I had moved sooner.
Wilma Scott
My husband and I have been with McCrea Financial Services for several years now. Although during this time our advisors may have changed, there has always been continuity in the excellent service we enjoyed and going forward it is not expected that this will change with One Four Nine. Administrative staff too are always very helpful, whether on the telephone or in person and we are confident that we made an excellent choice going with McCrea Financial Services.
