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  |  35 REVIEWS

McCreath Financial Partners have been members of Trustpilot since May 2018.

35 customer feedback reports with an average score of 5 stars

To view full company profile click here


Mortgage & Pension Advice

Great customer service
Fantastic value for money
— rebetyle, July 2019

Mortgage - First Time Buyer

James and Robin 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
— Neil, July 2019

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!
— Paul E, June 2019

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 and Robin.
— Troy Scott, April 2019

Mortgage

Robin at McCreath Financial Partners has been amazing when it came to sorting out my recent re-mortgage. Robin was very good at keeping me informed on progress and was at the end of the phone when ever I needed to contact him and was always quick at answering emails. I will certainly be using and recommending MFP again.
— Thomas Mayes, March 2019

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!
— MisterZee, March 2019

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.
— Chris Storey, March 2019

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.
— Zoe Dennett, February 2019

Advice you can trust

Friendly, thorough and efficient service! I will use James again. Thank you.
— Thomas P, February 2019

Timely, trustworthy, independent advice

Excellent service from James and the team. Would highly recommend them. Timely, trustworthy, independent advice.
— C A L, February 2019

Mortgage Advice

Robin Franke from McCreath Financial Partners has been 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.
Robin answered all my questions and made the whole process very smooth and stress free.
I will be recommending Robin and McCreath Financial Partners to everyone from now on!
Thank you for everything!
— Anca, February 2019

Pension Advice

I received advice from James regarding Pensions. He was extremely helpful. I highly recommend McCreath Financial Partners.
— Lisa Icome, January 2019

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!
— Thomas Jones, January 2019

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!
— Jonathan Walton, December 2018

Family Wealth Management

James has looked after our family finances for years, offering great service and a real can-do attitude.
— Tonie Lam, December 2018

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.
— Saif Bosotor, November 2018

Pension Advice

Help with pension - Really took the time to understand my needs. Very happy. Thanks
— Sam Heathcote, October 2018

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.
— Stuart Burridge, October 2018

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!
— Hundrethnose18, October 2018

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.
— Repeat Client in London, July 2018

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.
— Repeat Client in Saltdean, July 2018

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.
— Repeat Client in Brighton, 27 June 2018

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.
— Repeat Client in Brighton, 20 June 2018

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!
— Client in Brighton, 14 May 2018

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.
— Client in Brighton, 12 May 2018

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!
— Repeat Client in Brighton, 4 May 2018

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.
— Repeat Client in Eastbourne, 4 May 2018

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.
— Repeat Client in Brighton, 3 May 2018

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!
— Client in Glasgow, 3 May 2018

Short-term Mortgage Loan

Excellent from start to finish. Tight deadline was met and communication throughout the process was first class. Highly recommended.
— Client in Brighton, 2 May 2018

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
— Client in Hove, 2 May 2018

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!
— Client in Billericay, 27 April 2018

Bridging Intermediary

Professional, prompt with responses and always had full knowledge of the case at hand. Highly recommended
— Client in Billericay, 27 April 2018

Mortgage

Very good and provided excellent advice.
— Client in West Drayton, 10 April 2018

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!
— Client in Worthing, 12 January 2018

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.
— Client in London, 21 December 2017

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
— Client in Brighton, 15 November 2017

Pension Advice

James listened and advised me in an honest and professional way giving me peace of mind money can’t buy.
— Client in Glasgow, 7 November 2017

Pension Advice

James was honest, understanding to my situation and gave advice in plain English and clear direction
— Client in Brighton, 20 October 2017

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.
— Client in Brighton, 6 October 2017

Investments and Pension

Excellent and effective
— Client in Brighton, 9 August 2017

Investment Advice

I would recommend this company.
— Client in Seaford, 27 July 2017

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
— Client in Troon, 5 July 2017

Financial Advice and Investment

I couldn’t be happier with the excellent service I received.
— Client in Forfar, 14 May 2017

Equity Release

Reliable, friendly and prompt.
— Client in Swanage, 12 May 2017

Remortgage and new BTL Mortgage and BTL Remortgage and Pension

Always get the best deal accessible that meets our needs.
— Client in Seaford, 8 May 2017

Personal Pension

I would recommend this company.
— Client in Brighton, 4 April 2017

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.
— Client in Brighton, 2 March 2017

Mortgage Advice and Pension Investment

I would recommend this company.
— Client in Brighton, 27 February 2017

Managing my Investments and also Arranging House Sale Funds

Every step of the transactions has been explained and set out clearly. Emails answered promptly.
— Client in Fareham, 21 February 2017

Pension Advice, Investment and ISA's

Very fair, good clear information.
— Client in Brighton, 21 February 2017

Pension and Investments

We have used other financial advisers but McCreath Financial Partners have been the best.
— Client in Bournemouth, 19 February 2017

Pension and Investments

I would recommend this company.
— Client in Bournemouth, 19 February 2017

Financial Advice

James is extremely knowledgeable, competent and well qualified.
— Client in Brighton, 31 December 2016

Financial Advice and Investment

Very thorough, holistic approach, in-depth assessment before advice.
— Client in Brighton, 1 December 2016