Gold Standard Award

Post by Mearns & Company in News

We are proud to have achieved the Gold Standard for Independent Financial Advice ten times since 2009.

Gold Standard Judges Comments:

2019

“Mearns & Company has:
• a concrete succession plan in place
• good key guides on the website
• investors in people
and is a company where clients come first.”

2018

“The entry displayed fully embedded TCF (Treating Customer Fairly), Investors in People Gold Standard and good charitable work. The Mearns & Company entry showed clear communication, competitive charging and the due diligence is good.”

2017

“Mearns’ approach to financial planning is thorough and detailed. They continually assess how they can improve by engaging with their client base, which is reflected in the good progression of services. Their commitment as a company to investing in youth and working towards a balanced workforce says a lot about their culture and approach to dealing with people. Mearns is a very client focused firm that strives for clarity.”

2016

“Mearns & Company has a very clear sense of what clients expect and reflects this extremely well in how it operates. Mearns & Company demonstrates a culture of setting high professional standards, which are maintained through strong leadership and ongoing training. Mearns & Company has a fantastic sense of how to make clients feel comfortable with the financial advice process, which is driven by a ‘client comes first’ culture along with a strong sense of its responsibilities in the local community. Mearns & Company takes the time and effort to understand clients’ needs, which is reflected in the care and attention taken to ensure processes and services are not only relevant, but the best they can be.”

2015

“A long-standing IFA that exhibits a major commitment to client care.”

2013

“Mearns & Company is a firm which keeps raising the bar every year.”

2012

“A passion for client care, and a passion for what they do.”

2011

“Mearns delivers a bespoke approach and a high level of client care is witnessed. Judges were impressed with the passion displayed for supporting client understanding and commitment to education. Excellent communication skills, which are used effectively at business and industry level.”

2010

“Top quality professional standards and procedures underpin an excellent proposition from Mearns. Judges were particularly impressed with the annual review service that is exemplary in terms of examining both performance and volatility. Mearns punches way above its weight for a firm of this size.”

2009

“The client service proposition is transparent and easy to understand. It is also written in user friendly language that is comprehensible without being condescending. The advice process is well constructed and they make a great effort to set out issues of risk and return in a way that clients should understand.”

Questions?

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