Client Strategy Director, Leadership
Team Mearns since 2007
Malcolm is a qualified Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS). He is also a member of the Society of Trust and Estate Practitioners (STEP); having served on the Scottish Branch Committee as Treasurer. 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 with our employer clients, taking a strategic lead on our employee benefits provision. Malcolm is a member of the International Employee Benefits Association.
Away from work, Malcolm spends time with his loves; Helen, his wife, Hannah and Cameron, his children, and Hibernian Football Club, his nemesis. He is also happy when he has a guitar in his hands, or a craft beer.
Malcolm listens to our needs and plans and advises us accordingly. He offers options based on our risk appetite and lifestyle choices and is completely tuned into what we want, whilst maximising our investments. He is a consummate professional and we love the fact that we are not left drowning in paperwork. We look forward to our review meetings which we never did with previous advisers. With Malcolm we feel we are working as a team.
Individual client since 2011
Malcolm’s approach and customer consideration is exemplary. He absolutely put my mind at rest. He has a compassionate and sensitive approach and coached me through what my available options were.
Individual client since 2023
At Mearns & Company we can offer you the opportunity to be part of a strong and talented team, with dedicated client focus.
Join our team
Anchor House
112 Commercial Street
Edinburgh
EH6 6NF
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Registered in Scotland, Company Number: SC288945
Mearns & Company are authorised and regulated by the Financial Conduct Authority (reference number 465557)
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