Gold Standard as standard

Our business was established with clear aims to do the right thing for our clients, and deliver a first class service. We provide transformative independent financial planning and advice to our clients, and a level of service which is exceptional.

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Team Mearns highly skilled financial advisors

Our Values

Since we were founded in 1994, we have had a strong, ethical culture. Our values are at the heart of everything we do.

Our Team

Our team of 27 people have passed a total of 161 Chartered Insurance Institute qualifications, and have 385 years of combined financial services experience.

  • Ernesta Simaitiene

    financial planning and cashflow advice from Mearns & Company
    Job Title
    Administration Team Leader
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  • Graeme Brown

    financial planning and employee benefits
    Job Title
    Client Services Director
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  • Matt Cook

    employee benefits consultants in edinburgh
    Job Title
    Trainee Paraplanner
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  • Willie McDonald

    Willie McDonald employee benefits specialist at Mearns and Company
    Employee Benefits
    Job Title
    Employee Benefits Manager
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Scroll across to see the key events in our history

  1. 2019

    In 2019 we were awarded the Gold Standard Award for Independent Financial Advice for the tenth time.

  2. 2019

    In December 2019 we celebrated our 25th birthday!

  3. 2018

    In 2018 we achieved Investors in People Platinum accreditation.

  4. 2018

    In 2018 we were named the winner of The Herald Scottish Family Business award for Customer Service Excellence 2018.

  5. 2016

    In 2016 we were named Professional Adviser of the Year 2016 (Scotland & NI) at the Professional Adviser Awards.

  6. 2016

    In 2016 we moved to Anchor House, 112 Commercial Street in Leith.

  7. 2015

    In 2015 we achieved Investors in Young People accreditation.

  8. 2014

    In 2014 we were named as the Edinburgh Chamber of Commerce Best Performing Business (11-50 category).

  9. 2014

    In 2014 we achieved Investors in People Gold accreditation.

  10. 2012

    In 2012 we moved into new larger offices in Baird House, Edinburgh Quay.

  11. 2011

    In December 2011 we were shortlisted for the Corporate Adviser Small Firm of the Year Award for the first time.

  12. 2009

    In 2009 we were awarded our first Gold Standard Award for Independent Financial Advice.

  13. 2008

    In 2008 we achieved Chartered Financial Planning status as a company, the sixth company in Scotland to achieve this.

  14. 2005

    In 2005 Mearns & Company incorporated, becoming a limited company.

  15. 2001

    In 2001 we moved to East London Street. At this point there were around five people working at the company.

  16. 1996

    In 1996 we moved to a new office in Forth Street, Edinburgh.

  17. 1994

    Margaret Mearns set up Mearns & Company in December 1994, our first office was in Albany Street, Edinburgh.

Reasons to work with us

Whether you are looking for advice, or to join our team, we have lots to offer

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