We will provide independent financial advice tailored specifically
for your individual needs, goals and aims.
At Mearns & Company you will receive advice on all aspects of
your finances including:
• Planning for retirement
• Estate Planning
• International Advice
At Mearns & Company the initial meeting is an opportunity for you to get a feel for us and how we work. We will gather information from you to establish if we can help and add value. We will discuss, define and agree what you want to achieve.
Following our meeting we will write to you with a detailed proposal laying out what we would do for you and the likely cost of our advice. You then decide whether you would like to proceed, and there is no obligation to do so at this point.
You will receive a comprehensive report specific to your situation, reviewing your existing plans, confirming your goals and detailing how to achieve these. We will make detailed recommendations and we will meet again to agree next steps.
We will implement all of our agreed recommendations and complete any paperwork required. We will arrange and put in place all of the agreed actions.
We will review your affairs regularly. At each structured review we will look at your current situation, check progress against your goals, and make any adjustments required in response to your circumstances.
Our dedicated client focus means that we will provide you with a personalised and bespoke service, tailored to your specific needs.
Our strong, technically excellent, qualified team and professional achievements mean that we can provide a quality level of advice.
We are endorsed by the Chartered Insurance Institute as a Chartered Firm, which is the mark of technical excellence in our industry.
Two of our advisers hold specialist TEP (Trusts and Estate Planning) qualifications, which is unusual in our field, as these are primarily legal qualifications.
Registered in Scotland, Company Number: SC288945 Click here to view our privacy notice
Registered office address: Anchor House, 112 Commercial Street, Edinburgh, EH6 6NF Click here to view our complaints policy
Mearns & Company are authorised and regulated by the Financial Conduct Authority (reference number 465557)