Malcolm Steel

Client Strategy Director, Leadership

Team Mearns since 2007

Malcolm Steel

Malcolm is responsible for shaping the long-term client advice strategy for Mearns & Company.

Malcolm is a qualified Chartered Financial Planner and Fellow of the Personal Finance Society. He is also a member of the Society of Trust and Estate Practitioners (STEP), serving on their 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 and helped to design our Lightbox Flex technology.

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.

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