Top Rated Firm 2026
712 reviews | 4 verified advisers
Review for Aurelija Buckute
What could they have done better?
Not sure that is possible, especially as Aurelija continues to exceed our expectations. We feel very well looked after.
What were the circumstances that caused you to initially look for a financial adviser?
I have been with Mearns & Co, with Aurelija being our adviser, since I saw how good they were with my previous employer's employee benefits and pension advice - around 2021/2022.
How has Aurelija helped you?
In numerous ways - all aspects of investment, pension, IHT advice, savings, financial planning, etc.
Have you seen the outcome you were hoping for?
Absolutely - better than we had hoped!
Review for Katrina Bruce
What could they have done better?
Everything was done superbly.
What were the circumstances that caused you to initially look for a financial adviser?
To ensure I have savings for a rainy day and my retirement & support my family if required.
How has Katrina helped you?
By advising and supporting me to make the best of my income as well as advising on other financial matters. She has always provided excellent information / advice. No question is too silly to be answered - which I very much appreciate.
Have you seen the outcome you were hoping for?
Yes.
Review for Katrina Bruce
What could they have done better?
nothing, very happy. Thanks
What were the circumstances that caused you to initially look for a financial adviser?
I know how important it is to have someone look after my finances as they are experts and I do not know enough to ensure my finances are are ok by myself, this is why I use Mearns as I trust their knowledge and experience to advise to the highest standards.
How has Katrina helped you?
Katrina has been my financial adviser for many years. In our annual reviews she is very attentive listening and responding with advise, through the turmoil years she has helped me to understand what to do and I really value that too. It is always nice to catch up and see how things have changed over the year and how much closer I am to retirement.
Have you seen the outcome you were hoping for?
Yes, there have been a lot of turmoil years but we are all in the same boat there. Katrina and Mearns have kept clear communications to make clients understand the situation and the markets.
Review for Malcolm Steel
What could they have done better?
Honestly, nothing. Whenever we have needed to speak to Malcolm, he is available - by phone, or through the portal, or email. He follows up when he says he will.
What were the circumstances that caused you to initially look for a financial adviser?
I am a fellow professional (lawyer) and I see our financial planning just like legal advice - it is something you need to take seriously, that you need a good professional for, and that you should value highly. People kid themselves they can grasp financial markets and make decisions on their own - I would no more make decisions about my financial health than I would my personal health, without the advice of a professional.
How has Malcolm helped you?
First and foremost, by giving us absolute confidence in his process and the quality of his advice. By making things clear. In providing us with clear cash flows so we can see how our retirement will look, and being clear with us what we needed to do to prepare for it. By being cautious about expected investment returns so we are well buffered for life’s surprises.
Have you seen the outcome you were hoping for?
Yes, absolutely. we have worked with Malcolm for nearly two decades and have just retired; we have had exactly the outcome we planned for and Malcolm’s advice has faced the acid test and has passed with flying colours.
Review for Graeme McInally
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
It is better to have someone manage the whole (being your long term financial planning) than try to do it yourself.
How has Graeme helped you?
Investment decisions. Forecasting future position. Advising on pension contributions, ISA's and savings. Constantly monitoring financial health.
Have you seen the outcome you were hoping for?
Yes, Definitely. Investment value is growing well above market.
