Mearns & Company Limited

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.

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