Frequently Asked Questions
About Mearns & Company

We are multi-award-winning Chartered Financial Planners and Employee Benefits Consultants based in Edinburgh. Since 1994, we’ve helped individuals with their financial planning and supported employers with bespoke employee benefits solutions.

You’ll find us at Anchor House, 112 Commercial Street, Leith, Edinburgh EH6 6NF. We have dedicated client parking and are easily accessible by tram and bus.

We’re open Monday to Friday, 9:00 AM to 5:00 PM.

Yes. We remain privately owned and independent. Unlike many firms that have been acquired by larger organisations, we are committed to maintaining our independence, allowing us to provide consistent, personal, and unbiased advice to our clients.

Mearns & Company is an award-winning, independent, and privately owned firm of Chartered Financial Planners and Employee Benefits Consultants based in Edinburgh. We specialise in providing bespoke financial planning and wealth management for clients with significant assets, and employee benefits advice and ongoing support for employers. Our independence means our advice is always tailored to your best interests, free from external influence or product bias.

We are privately owned, Chartered, independent, and committed to delivering exceptional standards of advice. Our leadership team brings over 80 years of combined experience, and we work hard to combine deep technical expertise with a friendly, human approach. Clients tell us they value our tailored approach, professional service, clarity, and our consistency.

We are privately owned by our leadership team through a holding company following a successful management buy‑out. This gives us independence, stability, and full control over maintaining high professional standards.

We have been serving clients for over 30 years and have built a reputation for high‑quality advice, integrity, and long‑term relationships.

Consumer Duty is at the heart of how we operate. We prioritise client understanding, good outcomes, fair value, and robust governance. Our processes ensure advice is tailored, evidence‑based, and communicated in plain language — and our leadership team oversees continuous monitoring to protect client interests.

While we are proudly based in Edinburgh, with the majority of our clients residing in Edinburgh, East Lothian, Midlothian, West Lothian, Fife, central Scotland and Aberdeenshire, we work with individuals and employers across the UK through a combination of in‑person and virtual meetings.

Yes — our systems and processes are designed for seamless remote engagement wherever you are.