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Our Advisers

Malcolm Steel - Client Strategy Director

 

Malcolm is a qualified Chartered Financial Planner and Fellow of the Personal Finance Society. Malcolm is also a member of the Society of Trust and Estate Practitioners (STEP), serving on their Scottish Branch Committee. Malcolm attained the STEP Diploma with distinction and has an intimate knowledge of Wills & Executry matters.

 

As well as advising private clients, Malcolm also works alongside our corporate solutions team, taking a particular interest in global employee benefits provision. Malcolm is a member of the International Employee Benefits Association and helped to design our Benefit Hub technology.

 

 

Malcolm Steel - Director at Mearns & Company
Malcolm Steel - Director at Mearns & Company

Graeme McInally - Chartered Financial Planner

 

Graeme joined our team in May 2012. He is a qualified Chartered Financial Planner, Fellow of the Personal Finance Society (FPFS) and a Pension Transfer Specialist. He also has an honours degree in accountancy and finance.

 

Graeme has a background in finance and has worked in this sector throughout his career. He provides holistic financial planning advice to clients and also chairs our in-house investment committee.

Katrina Ross - Financial Planner

 

Katrina joined Mearns & Company in January 2015.  Katrina holds the Chartered Insurance Institute‚Äôs Diploma in Financial Planning as well as holding the pension transfer specialist qualification.

 

Katrina has worked in all client teams across Mearns & Company over the last three years, most recently in our technical team working as a Paraplanner, supporting both advisers and clients

Malcolm Steel - Director at Mearns & Company

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)