Plan for your future, secure your present
Mearns & Company is an eminent financial services firm based in Edinburgh, comprising a team of acclaimed financial advisers and employee benefits consultants. Since our inception in 1994, we have been dedicated to enhancing the financial wellbeing of our clients, be they individuals or employers. Our expertise has been acknowledged through the receipt of the Gold Standard for Independent Financial Advice ten times since 2009. As a team of highly qualified and experienced wealth management and employee benefits specialists, we are committed to devising strategies to help our clients attain their financial aspirations.
Our Awards and Achievements
Our unwavering commitment to our clients has been recognised through various awards and accolades. Our Net Promoter Score, an index of client satisfaction, stands at an impressive +89, significantly higher than the industry average of +56. Our Gold Standard for Independent Financial Advice, bestowed upon us ten times since 2009, attests to our proficiency and dedication. Furthermore, we are proud to have achieved the prestigious Investors in People Platinum accreditation, making us the fourth financial services company in the UK to achieve this distinction.
Our Services for Employers
At Mearns & Company, we recognise the importance of employee benefits in attracting and retaining talent. Our comprehensive services for employers encompass consultancy, advice, and ongoing services in the realm of employee benefits. We work closely with employers to design and implement benefits schemes that resonate with their employees, thereby enhancing job satisfaction and productivity.
Our Services for Individuals
We are equally committed to assisting individuals in managing their finances. Our services span financial planning, advice, and ongoing support, tailored to the unique needs of each client. Our financial planning experts help individuals establish and work towards their financial goals, whether it involves planning for retirement, managing investments, or optimising tax efficiency.
Our Team
Our team of financial advisers and employee benefits consultants boasts a combined experience of 330 years in financial services. Our professionals have passed a total of 158 Chartered Insurance Institute qualifications, demonstrating their expertise and dedication. With an average of 161 years of tenure at Mearns & Company, our team members bring a wealth of experience and a deep understanding of our clients' needs.
Our History and Values
Established in 1994, Mearns & Company has a rich history of serving clients in Edinburgh and beyond. Our core values of fairness, integrity, effective communication, and striving for excellence underpin all our actions. We take pride in providing exceptional service, raising the bar for ourselves and the industry. Through the years, we have remained steadfast in our commitment to treating people fairly, providing peace of mind, and changing lives.
Overview of Mearns & Co
This financial planning company has received uniformly excellent reviews from its clients, who praise the company's professionalism, personable approach, and proactive attitude in providing bespoke advice and solutions.
Key Strengths
Personalized Service
Clients appreciate the time and effort invested by Graeme and his team in getting to know them and understanding their individual needs and circumstances. The company's personalized approach has made clients feel comfortable and confident in their financial planning.
Expertise and Trust
Reviewers have expressed their trust in the company's expertise and professionalism, feeling assured that their financial affairs are in good hands. The team's knowledge and experience have been instrumental in helping clients achieve their financial goals.
Communication and Availability
Clients have praised the company's communication style, finding them approachable, informative, and responsive to their needs. They appreciate being able to contact the team at any time and receiving regular updates on their progress.
Long-term Relationships
Several reviewers have highlighted the long-term nature of their relationships with Mearns & Co, with some clients having worked with the company for over 25 years. This testifies to the company's ability to build strong, lasting relationships with its clients.
