How we live our values

Read feedback from Mearns & Company’s colleagues and clients, illustrating how our values guide our everyday actions.

Treating People Fairly

Corporate Social Responsibility that brings people together and helps others.

“Our CSR team works hard every month to create activities that bring the team together, and equally importantly, to raise funds for our Charity of the Year in order to help others.”
Colleague example

Our clients trust us to act with honesty, professionalism, and a genuine commitment to their best interests. The following client feedback reflects how strongly our advisers demonstrate integrity in their day‑to‑day work.

“I have great confidence in their ability and integrity to give me advice that will be right for me.”
Adviser: Aurelija Buckute

“I am confident in Malcolm's approach, skills, professionalism and ability to communicate complexity in a straightforward manner.”
Adviser: Malcolm Steel

“She's clear and direct in sharing information, ensuring it's simple and understandable. She's interested in me and my circumstances and actively listens, meaning I'm confident she is thinking about what my needs might be, not just what I think they might.”
Adviser: Aurelija Buckute

“Katrina has fulfilled all our expectations and goals, and given us additional ideas that will benefit us in the future.”
Adviser: Katrina Bruce

Striving for Excellence

Going the extra mile to help clients.

“Over the last few days, Graeme McInally has been trying his best to accommodate a client meeting. The client’s meeting was all set up, but the clients had to cancel and proposed alternative dates at very short notice. Graeme contacted several clients to see if they would be amenable to swapping their days — with no pressure — to make everything work. It’s a lot of additional work, and a clear example of going the extra mile.”
Colleague example

Our clients consistently tell us they value our thoroughness, responsiveness, and continuously high standards. Here are some examples of their feedback:

“Graeme always goes the extra mile… He encourages us to live life to the full without risking our life savings. Any contact with Graeme is always a positive and reassuring event.”
Adviser: Graeme McInally

“Katrina is very thorough, conscientious, and takes time to explain our options. She’s always responsive and makes everything clear and understandable. We’re not big‑time investors, but Katrina has always made us feel important and valued.”
Adviser: Katrina Bruce

“Given his track record, we expect excellence from Graeme — but remain constantly surprised that he exceeds our high expectations all the time.”
Adviser: Graeme McInally

“Under Malcolm’s guidance, our long- and short‑term investment planning has been fruitful, expert, and delivered with absolute confidence in the safeguarding of our family’s financial protection.”
Adviser: Malcolm Steel

“Exceeding all expectations on planning our personal finances. Excellent advice and support throughout.”
Adviser: Katrina Bruce

Making a Difference

Making a life‑changing difference through persistence.

“A client had a stocks and shares ISA with Standard Life from around 20 years ago and wasn’t able to locate it, partly due to administrative transfers to abrdn. Three administrators had all tried to trace it without success. After multiple calls to both providers, arranging a new letter of authority, and escalating the issue, I was finally able to find the policy and arrange payment to the client. They used the funds to help pay for their daughter’s wedding.”
Colleague example

Our advice is designed to provide clarity, confidence, and long‑term peace of mind.

Here’s what our clients say about the difference it has made to their lives.

“Her advice has allowed me to retire with the knowledge of financial security and peace of mind.”
Adviser: Aurelija Buckute

“Katrina has helped us have peace of mind regarding our financial situation.”
Adviser: Katrina Bruce

“My savings and investments have provided better returns. The fact that Graeme is monitoring the portfolio structure gives me greater peace of mind.”
Adviser: Graeme McInally

“Having Graeme and his team managing my assets has simplified things for me and given me greater peace of mind.”
Adviser: Graeme McInally

“Tremendously in all aspects of my finances — and Katrina has also supported me with small matters relating to my family when life has thrown them a curved ball.”
Adviser: Katrina Bruce

“He listened and talked about my life situation, helped me refine my objectives, and recommended steps to correct imbalances and make progress.”
Adviser: Graeme McInally

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