Graeme McInally

Graeme is our Financial Planning Director and is a qualified Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS).

Graeme brings a wealth of expertise to our clients and our team. Alongside advising clients, he plays a key role in shaping our business strategy as part of the Senior Management Team. Graeme also mentors our Planning Team, helping them deliver the exceptional service we pride ourselves on. He oversees our investment and advice strategy and acts as the company’s Money Laundering Reporting Officer.

Graeme’s journey to Mearns & Company (in his own words):

“I’m Edinburgh born and bred and graduated with an honours degree in accountancy and finance. Just before finishing university, I met Malcolm Steel, who kindly invited me in for an interview. I started out in the administration team in 2012, moved into paraplanning in 2013, and joined the planning team in 2015. In 2018, I became Planning Team Leader, and in 2022, I stepped into the role of Director.”

What drives Graeme:

Graeme loves giving people the freedom to live the life they want and the peace of mind that comes with a solid financial plan. He’s passionate about making complex concepts simple, building strong relationships, and supporting clients through life’s big moments. His advice often includes a gentle nudge to enjoy today while planning for tomorrow.

Specialist areas:

• Pension transfers
• Tax planning for business owners
• Retirement planning

Career highlights:

Graeme has been recognised in Citywire’s Top 35 Advisers Under 35 and shortlisted for other industry awards.

Outside of work:

Graeme is a proud husband and father. He enjoys dining out and walking Ruby, the family dog.