McCreath Financial Partners Ltd

Independent Financial Adviser  Stanmer House, BRIGHTON, BN1 9QA
First meeting at adviser's own cost
Independent Whole of Market Advice on - Investments - Pensions - Mortgages - Insurance - Equity Release
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
MR James McCreath
Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This exam accesses understanding of the financial services industry including regulation and legislation.

Accreditations
Care advice standard
What our clients say
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!
Thomas Jones, Wallingford
I received advice from James regarding Pensions. He was extremely helpful. I highly recommend McCreath Financial Partners.
Lisa Icome, Brighton
I really rate the advice and support received from McCreath Financial Partners. They have successfully placed and retendered 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 advisor.
Chris Storey, Brighton
About us

McCreath Financial Partners is a progressive, forward thinking advisory firm which focuses on exceptional client service in everything we do.

We offer a full range of products and solutions for both personal and corporate clients and work alongside legal, accounting and estate management professionals to enhance the service we are able to offer and to provide one point of contact for all your financial planning needs.

We are able to provide advice in all areas of financial planning and wealth management from your first mortgage through prosperity in your life to making the most of your retirement income and protecting your estate for future generations.

Our services

We have an in-house mortgage underwriter who has worked with some of the biggest names in the mortgage market which provides us with in-depth knowledge to enable efficient processing and successful applications for all our clients.

Where to find us
Head office address: Stanmer House, Stanmer Village, Stanmer, BRIGHTON, BN1 9QA
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

‘McCreath Financial Partners Ltd is an Appointed Representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority.’ Registered in England & Wales with company number 7707221. Registered Office: 32 Church Road, Hove , BN3 2FN

Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022

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