Testimonials
I have known Bill McCracken for over 25 years during which time he has acted for me, as well as for members of my family, providing trusted personal financial advice of the highest standard.
I also have a longstanding professional relationship with Bill which began when Bill started to consider the sale of his own business. This has since evolved to advising on the deals that Bill has brought to market.
It is clear from my dealings with Bill that he has an exceptional depth of industry and market knowledge which he combines with absolute integrity and a relentless drive to secure not just the best deal, but the right deal. He is a fantastic sounding board—thoughtful, experienced, and always willing to challenge assumptions in a constructive way. Above all, Bill is someone you can rely on to give a genuinely impartial view, whatever the situation you are facing. His judgement, insight, and professionalism are second to none, and I would not hesitate to recommend him.
Greig Williamson, Vialex solicitors
We have worked with Mr McCracken for over 15 years, and he has consistently provided outstanding support for both my business and my family. I would have no hesitation in recommending Bill McCracken services to anyone seeking trusted advice and guidance.
Bruce Sinclair
I’ve been a client of Bill and his team for over ten years, and from our very first meeting, they took the time to understand my goals, and my concerns, and then created a strategy that felt right for me.
What sets Bill apart is his wealth of experience, and his genuine concern for the success of his clients. I never felt rushed or pressured—only informed and confident in every decision we made together. Thanks to his guidance, I feel more secure about my financial future.
If you’re looking for a financial advisor who is knowledgeable, trustworthy, and genuinely invested in your success, I can’t recommend Bill McCracken highly enough.
George Scott, Site Director (Retired), Micron Technology Puerto Rico
Bill McCracken has a wealth of experience in the financial services arena, having set up his own successful Independent Financial Advisory Practice in 1995. He also set up the first compliance company in Scotland, providing compliance services to the IFA market, although very common now, it was very innovative at that time. In fact, he could be described as a trailblazer in the world of compliance services for Financial Advisors.
Throughout his longstanding career, he has embraced the many changes and challenges presented in the development and progression of the financial services sector to what it has become today.
Bill is a skilled and natural networker and makes him a great ambassador for business development. If you require financial advice, he can introduce you to the most appropriate financial advisor, qualified and experienced in whatever area you require advice on.
He has excellent business acumen and successfully sold both his compliance business and IFA practice, which makes him perfectly positioned to assist businesses that are looking for assistance in selling. Many people find succession planning overwhelming and naturally have concerns about their clients and losing control and autonomy within their business. Bill can guide you and put you in touch with the correct buyer and guide you through the process.
Maria Saunders, Wealth Consultant (Retired)
We have been clients of Bill for 15 years. His advice on mortgage strategy and investment options has been invaluable, resulting in major savings and very healthy returns. We appreciate both his very rigorous professionalism and his personal interest in us as clients.
We would highly recommend him to anyone seeking advice with their financial affairs.
Sally and Murdo McIver
I have drawn on the expertise of Bill as a Financial Advisor for the past 25 years and have always found his advice clear and reliable with excellent investment results. His “plain speaking” communication style has been key in helping me achieve my financial goals.
I would not hesitate to recommend him to anyone needing guidance in the financial market.
Neil Kinnell, Commercial Director, Profile Projects
I was introduced to Bill McCracken by my accountant when I was looking to release value from my Independent Financial Advisory practice.
Bill took the time to explain the processes involved and, was there for me at each stage to provide me with the benefit of his experience which was invaluable and reassuring during what was a critical moment in my 40 year career in the financial service industry.
He has always been available to clarify and answer any questions (of which there were numerous) and I felt confident in his knowledge and ability to guide me through the process seamlessly.
Alan G Milne, APFS, Chartered Financial Planner
I have known Bill for over 30 years. He is a kind, honest gentleman who looks out for everyone else and takes pride and pleasure in watching them thrive. He selflessly does his upmost to help people realise their full potential and achieve their dreams and goals. I have had personal experience of this having worked for Bill for many years and gaining the confidence to them become self employed. Bill ultimately helped me to realise my own business worth and secure a healthy financial outcome for the fruits of my labour.
I could not have achieved the end result without Bill’s dedication to my personal cause which he encouraged, embraced and negotiated the whole way through the process. I will be forever thankful to Bill and would recommend that anyone seeks his advice and guidance on how they manage their business for the best outcome.
Angie Taylor, Chartered Financial Planner APFS
I first got to know Bill when Futura acquired Prosperity Financial Solutions, the independent financial advice business he built and led with great professionalism. Throughout the acquisition and subsequent transition, Billproved to be reliable, commercially astute and someone whose word you could trust. He understands the industry exceptionally well and approaches every project with integrity and focus. It’s been a genuine pleasure working with him, and I look forward to continuing to work with him on his new venture.
Paul Ollerton, CEO, Futura Financial Services Group
When I retired from my job as a Head Teacher, I was more than a little unsure as to what to do with my lump sum and various small investments. After speaking to several other advisors, I was still no further forward. However, from my first meeting with Bill, I was far more confident about where to invest my money and my future financial health. His advice was concise and consistent and I have been delighted by the performance of my investments. I have absolutely no hesitation in recommending him in the highest of terms.
I first met Bill at the Grange Cricket Club in Edinburgh more than 20 years ago. In no time at all, he converted our mutual interest into a personal business relationship.
And, just as Jack McGill and I were setting up a pioneering private company specialising in live streaming neglected sporting events, he was on hand to advise me of the financial opportunities and obstacles which lay ahead.
Bill’s affable approach to my needs was transformative, taking in my first, second and third ‘retirements’ to ensure my continued ability to thrive and survive financially!
I have engaged with Bill for the past 15 years, during which he has provided guidance on both my business and personal financial matters. Throughout this time, his advice has been consistently steady, well-considered, and grounded, even during periods of market uncertainty. Bill’s clear and pragmatic approach ensures that I receive the strongest possible advice, with all options thoroughly evaluated and explained. In short, I have complete confidence in Bill’s ability to provide recommendations that align with my circumstances and long-term goals.
Bill McCracken is an astute and experienced businessman and a passionate sportsman and has supported Clydesdale Cricket Club as sponsor for over 20 years. He has built a string of successful businesses most recently Prosperity Financial which gives high quality financial advice. His previous business Compliance First which has national renown for providing compliance services to the broader financial planning market. His clear-thinking and no-nonsense approach means he is a pleasure to work with.
I first got to know Bill when Futura acquired Prosperity Financial Solutions, the independent financial advice business he built and led with great professionalism. Throughout the acquisition and subsequent transition, Bill proved to be reliable, commercially astute and someone whose word you could trust. He understands the industry exceptionally well and approaches every project with integrity and focus. It’s been a genuine pleasure working with him, and I look forward to continuing to work with him on his new venture.