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.
Why choose us?
Experience: founded in 1994, we build long-standing client relationships and have great staff retention.
Expertise: we deliver technically excellent advice, and keep up to date with learning, qualifications and market developments.
Empathy: we are a friendly and collaborative team who care about what we do for our clients, and set out to help each client achieve peace of mind.
81% of our clients come by recommendation
9 we have achieved the Gold Standard for Independent Financial Advice nine times since 2009
+79 our current Net Promoter Score (the average for the financial services industry is +50)
How we can help
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.
We can help you to understand and make sense of your finances, put in place plans for the future and crucially monitor progress towards your goal.
The case studies below illustrate how we have helped some of our clients. Every client is different, and your situation may not match the stories below, but you may recognise some of the challenges that these clients have faced
Making the complex simple
Lori was in her mid-40’s when she contacted us in 2017. Lori works for a global financial services company based in Edinburgh as a project manager. Kenny, her husband, has built a successful career contracting as…
James and Wendy founded a successful business in the Central Belt over 50 years ago. Two of their children, Linda and Pauline, with the help of their partners, built on their parents’ foundations, and the business…
We share the feedback we receive from our clients with the whole team, as we believe that everyone at Mearns & Company contributes to the service we provide. Here is a selection of the comments we have received recently.
Like what you see?
If you would like to talk to us about how we can help you, please contact us