At Mearns & Company, we are a team of financial advisers and employee benefits consultants based in Edinburgh, dedicated to providing expert guidance and advice to our clients. Since our establishment in 1994, we have been helping individuals and employers achieve their financial goals and improve their well-being. Our quest is to provide transformative, independent financial planning and advice, coupled with exceptional service that leaves a lasting impression.
We believe that our success stems from our commitment to treating people fairly, acting with integrity, communicating effectively, listening, striving for excellence, taking pride in our work, and continually improving. We are driven by a passion to make a positive impact on our clients' lives, and our efforts are guided by a strong, ethical culture that is at the heart of everything we do.
Our Services
We offer a wide range of financial planning services, tailored to meet the unique needs and goals of our individual clients. Our expert financial planners work closely with you to understand your financial aspirations, and develop personalized strategies to help you achieve them. Whether you're looking to create a secure financial future, invest in your future, or plan for retirement, we are here to guide you every step of the way.
Similarly, our employee benefits consultancy services help employers create and manage employee benefits packages that attract, retain, and engage their workforce. We work closely with employers to understand their goals and objectives, and develop tailored solutions that meet their unique needs and constraints. From pension schemes to employee assistance programs, we provide expert advice and guidance to help employers build a more motivated, productive, and committed workforce.
Our Awards and Accolades
We are proud to have achieved numerous awards and accolades over the years, recognizing our commitment to excellence and dedication to our clients. We have been awarded the Gold Standard for Independent Financial Advice ten times since 2009, and have been named Professional Adviser of the Year (Scotland & NI) at the Professional Adviser Awards. We have also achieved Investors in People Platinum accreditation, a testament to our investment in our people and our commitment to continuous improvement.
Our Team
Our team of experienced financial planners and employee benefits consultants is dedicated to providing exceptional service and expert guidance to our clients. With a combined total of 330 years of financial services experience, our team has achieved a Net Promoter Score of +89, significantly higher than the industry average. We believe that our team's expertise, combined with our commitment to client-centric service, sets us apart from other financial planning and employee benefits consultants.
Expertise and Personal Touch
Mearns & Co is a highly-regarded financial services company that provides bespoke advice and solutions to clients. The company's team, led by Graeme McNally, is known for their professionalism, personability, and proactive approach in understanding clients' unique needs and circumstances.
Communication and Customer Service
According to reviewers, Mearns & Co takes the time to understand clients' goals and keeps them informed throughout the planning process. Clients feel comfortable contacting the team at any time and appreciate the effort put into educating them on financial matters.
Results-Oriented
Reviewers attribute their successful retirement plans to the expertise and guidance provided by Mearns & Co. The company's ability to negotiate better deals on behalf of clients and offer tailored advice has made a significant impact on their financial well-being.
Testimonials
Reviewers consistently praise Mearns & Co's commitment to providing exceptional service, highlighting their impressive standards, trustworthiness, and willingness to go the extra mile for clients.
