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Mearns & Company Limited
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Office address

112 Commercial Street

Edinburgh

EH6 6NF

Qualifications & specialities
Confirmed Independent
Chartered Financial Planners
Investment specialists
Retirement planning specialists
Wealth Management specialists
Advice methods
Face to face
Telephone
Online
Advice Fees
Offers fixed fee services
Offers percentage based fee services
Our preferred clients
£100,000
£100,000

Mearns & Company Limited

Chartered Financial Planners based in Edinburgh

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About

Making the complex, simple.

We are Scotland's leading independent Chartered Financial Planning and Employee Benefits Consultancy.

We provide award-winning, fee-based, regulated independent financial advice tailored to you. Whether you're working hard, nearing retirement, or want to pass on wealth to loved ones, whatever your circumstances we can help.

Mearns & Company was delighted to be named as a winner of the Professional Adviser Best Financial Advisers to Work for 2023 award. Mearns & Company was also proud to be named as a finalist in three other categories at the Professional Adviser Awards 2023 (Professional Adviser Firm of the Year (Scotland & N.I); Best Client Engagement; Best Website)

We strive to exceed expectations and have long, trusting and happy relationships with our clients, often extending through several generations.

We provide an invaluable service to our clients. Research shows that clients who take advice accumulate more liquid assets (17-39%) and pension assets (16-21%). We also help our clients achieve peace of mind over their finances. This is something that is difficult to quantify but is no less valuable to them.

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Our Advisers

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Graeme McInally
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Malcolm Steel
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Katrina Bruce
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Aurelija Buckute

Regulatory & Compliance

Registered in Scotland, Company Number: SC288945

Mearns & Company are authorised and regulated by the Financial Conduct Authority (reference number 465557)

We take pride in doing the absolute best for all of our clients, and we are committed to ensuring that Mearns & Company is an excellent place to work. To help us maintain our high standards, we have a culture of continuous improvement.

Our company values are:
Treating People Fairly
Striving for Excellence
Making a Difference

We hold Platinum Investors in People accreditation.

Services we can advise you on

Pensions & retirement
Investments
Tax & trust planning
Insurance & protection