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Public Event: The Financial Planning Journey webinar

November 20, 2023 @ 12:30 pm - 1:30 pm

We invite you to our free, informative webinar looking at the financial planning journey taking place on Monday 20th November 2023 from 12.30pm – 1.30pm. At this event we will outline what a financial planner does and how they can help you, the financial planning process, what to consider when selecting investments and points to consider when doing your own financial planning.

Our hosts for this event are our Chartered Financial Planners Malcolm Steel and Graeme McInally.

Malcolm is our Client Strategy Director and is responsible for shaping the long-term client advice strategy for Mearns & Company. He is a qualified Chartered Financial Planner and Fellow of the Personal Finance Society. He is also a member of the Society of Trust and Estate Practitioners (STEP).

Graeme is our Financial Planning Director and is also a qualified Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS), he mentors our Private Client Planning team.

You can register for this event here


November 20, 2023
12:30 pm - 1:30 pm




Mearns & Company
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