Margaret Mearns

Malcolm Steel

Catherine Bell

Graeme Brown

Paul Gillen

Pavana Nagaraja

Matt Monach

Sarah Little

 

Emma Yule

(PARAPLANNER)

Emma is a Paraplanner and helps to draft client reports and research technical matters.  Emma is also responsible for compliance.

Emma holds the Financial Planning Certificate and specialist Long Term Care Qualification. She is currently studying for the J07 (Supervision in a Regulated Environment) exam.

+ PROFESSIONAL QUALIFICATIONS +

Highest Accreditations Held

Examinations Passed

Financial Planning Certificate (FPC)

FPC1 - Financial Services and their Regulation (CII)

FPC2 - Protection, Savings and Investment Products (CII)

FPC3 - Identifying and Satisying Client Needs (CII)

CF8 - Long Term Care Planning (CII)

 

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Registered in Scotland, Company Number: SC288945. Mearns & Company are authorised and regulated by the Financial Services Authority.