Edinburgh based Financial Advice firm, Mearns & Company, is celebrating 25 years of excellence with a clear vision for the future.
Established by Margaret Mearns in 1994 on the principles of fairness, integrity and empathy, this family-owned company continues to have a positive impact on people’s lives through sound advice for individuals and employers.
The Mearns values have not only provided wealth, prosperity and guidance to hundreds of clients, they have also led to the business being recognised by the Industry. Mearns & Company has been awarded The Gold Standard for Independent Financial Advice ten times since 2009, won the Herald Scottish Family Business Award for Customer Service Excellence in 2018 and achieved Investors in People Platinum status. In addition, Managing Director, Catherine Bell, was recently recognised with the Vistage Scotland Executive Impact Award.
The Mearns & Company team comprises 29 dynamic people who have passed a total of 173 Chartered Insurance Institute qualifications and have 379 years of combined financial services experience. With this kind of expertise on hand it is not surprising that the company is now enjoying its silver anniversary. Although achieving 25 successful years is an accomplishment worth celebrating, according to Managing Director Catherine Bell, the future is also exciting for Mearns & Company.
“We are immensely proud to have achieved this milestone and to have made such a positive impact for so many people, and there’s much more that we want to achieve. We have some exciting plans in progress, which will see us enhance our use of technology so that we can continue to innovate. Service excellence is what we strive for, and we are continually working to improve in everything that we do, for the benefit of our clients and our team.” Catherine said.
The company timeline is a story of growth. The first office was established in Albany Street Edinburgh in 1994 but the thriving business soon outgrew this space and moved to Forth Street Edinburgh in 1996. The next move was in 2001 to East London Street followed by expansion into Baird House, Edinburgh Quay in 2012. The final move was in 2016 when they moved to their Leith office, Anchor House in Commercial Street.
Since the day 25 years ago when Founder and Chairman Margaret Mearns launched the business in Albany Street Edinburgh, the company has built a sound reputation as a team of multi-award-winning wealth management and employee benefits experts.
On celebrating the 25th anniversary with the team, Margaret said, “I am so proud of what we have achieved as a team over the years, helping the lives of so many people. The feedback that we receive from our clients and seeing the difference that our help and support has made for them is what makes it so rewarding. Here’s to the next 25!”