Margaret Mearns - Managing Director
Margaret formed Mearns & Company in 1994 following many years as a Director of one of Scotland’s largest independent financial advisory companies. Margaret is an authorised Chartered Financial Planner, Certified Financial Planner and Associate of the Personal Finance Society.
Margaret is also an Associate of the Institute of Financial Planning which requires a commitment to an exacting code of Ethics and Professional Practice.
In addition, Margaret is a member of the Society of Estate Practitioners and holds the Society of Trust and Estate Practitioners’ Diploma (Scotland).
Malcolm Steel - Director
Malcolm is a qualified Chartered Financial Planner and Fellow of the Personal Finance Society. Malcolm is also a member of the Society of Trust and Estate Practitioners (STEP), serving on their Scottish Branch Committee. Malcolm attained the STEP Diploma with distinction and has an intimate knowledge of Wills & Executry matters.
As well as advising private clients, Malcolm also works alongside our corporate solutions team, taking a particular interest in global employee benefits provision. Malcolm is a member of the International Employee Benefits Association and helped to design our Benefit Hub technology.
Graeme McInally - Chartered Financial Planner
Graeme joined Mearns & Company in May 2012. He is a fully qualified Chartered Financial Planner and a Fellow of the Personal Finance Society.
Graeme has a background in finance and has worked in this sector throughout his professional career. He provides holistic financial advice to clients.
Kevin Martin - Senior Financial Planner
Before joining Mearns & Company in March 2016, Kevin held various management and advisory roles in some of the UK's largest financial institutions. Kevin holds the Diploma in Financial Planning.
For the last 37 years, Kevin has worked in financial services in companies across Scotland, 23 of these in an advisory capacity. During this time, Kevin has provided financial advice to both private and corporate clients.
Registered in Scotland, Company Number: SC288945
Mearns & Company are authorised and regulated by the Financial Conduct Authority
Registered office address: Anchor House, 112 Commercial Street, Edinburgh, EH6 6NF