Mearns & Company Limited

Independent Financial Adviser  Mearns & Company Ltd, City of Edinburgh, Edinburgh, EH6 6NF
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FCA authorised
Last authorised 10th May 2021
Family run firm of award winning Chartered Financial Planners, providing jargon-free, technically excellent advice and support since 1994.
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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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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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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Healthcare
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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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EEA
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Rest of world
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Corporate pension
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Employee benefits
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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 life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Graeme McInally FPFS
Chartered Financial Planner
MS Katrina Ross
Financial Planner
MR Malcolm Steel FPFS
Chartered Financial Planner
About us

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

Winners of The Herald Scottish Family Business Award 2018 Customer Service Excellence category.

Finalists in the Professional Adviser Awards 2019 Adviser Firm of the Year (Scotland & N.I.), which we also won in 2016.

Awarded the Gold Standard for Independent Financial Advice at the House of Commons in London, nine times since 2009.

We hold Platinum Investors in People accreditation, we are signed up to the Scottish Business Pledge and we are a Living Wage Foundation accredited employer.

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

Our services

We can offer you an outstanding level of technical excellence. Our team of 32 people have passed a total of 202 Chartered Insurance Institute exams, with over 313 years of combined financial services experience.

Our advisers have professional qualifications, as all advisers must, but ours are qualified beyond what our regulators require.

Our Net Promotor score is +76, which compares very favourably to the Financial Services average of +46*.

*Customer Guage, NPS and CX Benchmarks Report 2018

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face

Mearns & Company Ltd, 112 Commercial Street, City of Edinburgh, Edinburgh, EH6 6NF

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