Financial Advice for Individuals

Making the complex simple.

Financial planning, advice and ongoing wealth management.

Financial Advice for Individuals image of a man

What We Do

We provide award-winning, fee-based, regulated independent financial advice tailored to you. Whether you're working hard, nearing retirement, or want to pass on wealth to loved ones, whatever your circumstances we can help.

We offer no-cost, no-obligation initial meetings to all prospective clients. We can hold these meetings online or in person in our offices in Edinburgh, Aberdeen or London.

Why choose us?

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    Experience: founded in 1994, we build long-standing client relationships and have great staff retention.

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    Expertise: we deliver technically excellent advice, and keep up to date with learning, qualifications and market developments.

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    Empathy: we are a friendly and collaborative team who care about what we do for our clients, and set out to help each client achieve peace of mind.

Our Stats

25

years of helping our clients to achieve their financial goals

10

we have achieved the Gold Standard for Independent Financial Advice ten times since 2009

+87

our current Net Promoter Score (the average for the financial services industry is +50)

How we can help

We provide an invaluable service to our clients. Research shows that clients who take advice accumulate more liquid assets (17-39%) and pension assets (16-21%). We also help our clients achieve peace of mind over their finances. This is something that is difficult to quantify but is no less valuable to them.

cost saving

Financial Planning

We can help you to understand and make sense of your finances, put in place plans for the future and crucially monitor progress towards your goal.

Retirement planning

Planning for your Retirement

We can help you to visualise and achieve your financial future.

Tax planning

Tax Planning

Not many people like talking or thinking about tax, but we do!

Life events

Life Events

Things happen. They often crash into your life unexpectedly.

Cashflow

Cashflow Planning

We use market leading cashflow software that allows us to show you your forecast income and expenditure in a very easy to understand graphical format.

Protection

Protection

Dependent on your circumstances, we can advise you about your need for certain insurance products.

image of a training session

Our Process

Every client is different but this section gives you a flavour of what working with us would be like

Case Studies

The case studies below illustrate how we have helped some of our clients. Every client is different, and your situation may not match the stories below, but you may recognise some of the challenges that these clients have faced.

What our clients say
about us

We share the feedback we receive from our clients with the whole team, as we believe that everyone at Mearns & Company contributes to the service we provide. Here is a selection of the comments we have received recently.

Like what you see?

If you would like to talk to us about how we can help you, please contact us

Get in touch