Our Personal Finance Portal tool enables you to view your financial portfolio at the click of a button and engage with your adviser safely and easily via the built-in secure messaging, document sharing and storage systems.
You can add and track your own financial goals and also add your own data for financial items that we are not involved with (for example property valuations, mortgage balances, bank and credit card balances) to provide you with a single view of your entire wealth.
If you would like to talk to us about how we can help you, please contact us
Get in touch
Anchor House
112 Commercial Street
Edinburgh
EH6 6NF
© Mearns & Company
Registered in Scotland, Company Number: SC288945
Mearns & Company are authorised and regulated by the Financial Conduct Authority (reference number 465557)
The guidance and / or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK