Claire Dolan

Admin Team Lead

Claire Dolan

Claire is based in Glasgow for McCrea Financial Services that became part of One Four Nine Group in February 2023. Using her 30 years of financial services experience, Claire leads the admin team at McCrea. Through handling customer enquiries, processing new business helping in general administrative duties she ensures financial planners have more time to spend advising their clients.

She holds Financial Planning Certificates 1, 2 and 3 as well as CF6 Mortgage Advice with the Chartered Insurance Institute.

Passionate about travelling, Claire enjoys visiting new places whenever she can as well as reading. Spending time with friends and family is very important and shopping until she drops!

Back to our team.

We are passionate about lifestyle financial planning to identify appropriate solutions to achieve the best outcomes for clients

Latest News

One_Four_Nine_Wealth-Guide-to-making-Will

Guide to making a Will

April 12, 2024

A four page guide from One Four Nine Wealth

Read more about Guide to making a Will
One_Four_Nine_Wealth-Guide-to-successful-investing

Guide to successful investing

April 3, 2024

A six page guide from One Four Nine Wealth

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One Four Nine Wealth Magazine – Issue 10

March 20, 2024

The tenth issue, March/April, of One Four Nine Wealth magazine

Read more about One Four Nine Wealth Magazine – Issue 10