Mearns & Company celebrates 25 years

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Mearns & Company is celebrating 25 years of excellence with a clear vision for the future.

Established by Margaret Mearns in 1994 on the principles of fairness, integrity and empathy, our family-owned company continues to have a positive impact on people’s lives through sound advice for individuals and employers.

The Mearns values have not only provided wealth, prosperity and guidance to hundreds of clients, they have also led to our business being recognised by the Industry. Mearns & Company has been awarded The Gold Standard for Independent Financial Advice ten times since 2009, won the Herald Scottish Family Business Award for Customer Service Excellence in 2018 and achieved Investors in People Platinum status. In addition, Managing Director, Catherine Bell, was recognised with the Vistage Scotland Executive Impact Award in 2018. The Mearns & Company team comprises 29 dynamic people who have passed a total of 173 Chartered Insurance Institute qualifications and have 379 years of combined financial services experience.

Although achieving 25 successful years is an accomplishment worth celebrating, according to Managing Director Catherine Bell, the future is also exciting for Mearns & Company.

“We are immensely proud to have achieved this milestone and to have made such a positive impact for so many people, and there’s much more that we want to achieve. We have some exciting plans in progress, which will see us enhance our use of technology so that we can continue to innovate.  Service excellence is what we strive for, and we are continually working to improve in everything that we do, for the benefit of our clients and our team” Catherine said.

Our company timeline is a story of growth. The first office was established in Albany Street Edinburgh in 1994 but soon outgrew this space and moved to Forth Street Edinburgh in 1996. The next move was in 2001 to East London Street followed by expansion into Baird House, Edinburgh Quay in 2012. The final move was in 2016 when we moved to our Leith office, Anchor House in Commercial Street.

Since the day 25 years ago when Founder and Chairman Margaret Mearns launched the business in Albany Street Edinburgh, our company has built a sound reputation as a team of multi-award-winning wealth management and employee benefits experts.

On celebrating the 25th anniversary with the team, Margaret said, “I am so proud of what we have achieved as a team over the years, helping the lives of so many people. The feedback that we receive from our clients and seeing the difference that our help and support has made for them is what makes it so rewarding.  Here’s to the next 25!”

The congratulations have been pouring in for the Mearns & Company team:

“For over two decades, Team Mearns have stood steadfast beside us, providing expert advice and excellent customer service to help us navigate every life event – marriage, kids, moving house, bereavements, major career transitions and setting up our own business.” – Iain McKinven

I was there at the beginning with Margaret and now Malcolm, Catherine and the team are a constant, rock solid companion guiding me through 25 years. From young ambitious employee through 21 years of my own business, Mearns & Company have given me total financial peace of mind and confidence to live life the way I wanted.”  – Mark J Smith

“I’ve worked with the team at Mearns & Company for many years.  They genuinely provide outstanding service based on ethical values, technical capability and that has for years been ahead of the industry. They are a rare gem of a business in a crowded market. Congratulations on the first 25 years.” – Peter Casebow  

“My wife and I have been clients of Mearns & Company for 17 years and in that time, the service and professionalism from all the staff has been outstanding.” Ian Forbes

Mearns & Company have been my corporate and private advisors since 2003. In my opinion, Mearns & Company are industry leaders in advising business & people.” Martin Molan

“I’ve been working with the team in Mearns & Company for over 10 years in both a professional and personal capacity, I must say they have always been responsive to the climate, and are constantly challenging the norm. They have been a huge help in making sure I get everything in place for my retirement.” – Ronnie Coull

“Congratulations to Malcolm and all the staff at Mearns & Company on a very successful first 25 years.  James and I hope that the next 25 years bring you even more recognition as a top performing business in the financial sector.” James and Carol Stuart

Mearns & Company is celebrating 25 years of success because of the quality, integrity and empathy of our advice to clients in the areas of Wealth Management, Investment Advice, Retirement Planning, and Employee Benefits consultancy and ongoing support.

Our company has a strong quarter century foundation and a vision for the future which makes Mearns & Company a beacon in the financial sector.

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