Treating people fairly
- We act with integrity
- We communicate effectively
- We listen
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.
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.
Striving for excellence
- We take pride in our work
- We continually improve
- We raise the bar
Making a difference
- We recognise and avoid risk
- We provide peace of mind
- We change lives
Our Team
Our team of 27 people have passed a total of 185 Chartered Insurance Institute qualifications, and have 386 years of combined financial services experience.
History
Scroll across to see the key events in our history
2019
In 2019 we were awarded the Gold Standard Award for Independent Financial Advice for the tenth time.
2019
In December 2019 we celebrated our 25th birthday!
2018
In 2018 we achieved Investors in People Platinum accreditation.
2018
In 2018 we were named the winner of The Herald Scottish Family Business award for Customer Service Excellence 2018.
2016
In 2016 we were named Professional Adviser of the Year 2016 (Scotland & NI) at the Professional Adviser Awards.
2016
In 2016 we moved to Anchor House, 112 Commercial Street in Leith.
2015
In 2015 we achieved Investors in Young People accreditation.
2014
In 2014 we were named as the Edinburgh Chamber of Commerce Best Performing Business (11-50 category).
2014
In 2014 we achieved Investors in People Gold accreditation.
2012
In 2012 we moved into new larger offices in Baird House, Edinburgh Quay.
2011
In December 2011 we were shortlisted for the Corporate Adviser Small Firm of the Year Award for the first time.
2009
In 2009 we were awarded our first Gold Standard Award for Independent Financial Advice.
2008
In 2008 we achieved Chartered Financial Planning status as a company, the sixth company in Scotland to achieve this.
2005
In 2005 Mearns & Company incorporated, becoming a limited company.
2001
In 2001 we moved to East London Street. At this point there were around five people working at the company.
1996
In 1996 we moved to a new office in Forth Street, Edinburgh.
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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