Margaret Mearns

Catherine Bell

Graeme Brown

Paul Gillen

Pavana Nagaraja

Matt Monach

Stephanie Robertson

 

Malcolm Steel

Malcolm Steel FPFS

(CHARTERED FINANCIAL PLANNER)

Malcolm is a Chartered Financial Planner and Fellow of the Personal Finance Society. He has worked in financial services since 1996 and joined Mearns & Company in 2007.

Malcolm lives in Dunfermline with his wife, Helen, and their young daughter.

+ Professional Qualifications +

Highest Accreditations Held

Examinations Passed

Chartered Financial Planner

Fellow of the Personal Finance Society (FPFS)

FPC1 - Financial Planning Certificate Paper 1 (CII)

FPC 2 - Financial Planning Certificate Paper 2 (CII)

FPC 3 - Financial Planning Certificate Paper 3 (CII)

CF2 - Investment and Risk (CII)

CF6 - Mortgage Advice (CII)

CF7 - Lifetime Mortgage Activities (CII)

AF1 - Advanced Tax & Trusts (CII)

AF2 - Business Financial Planning (CII)

AF3 - Pension Planning (CII)

AF5 - Financial Planning Process (CII)

HR1 - Home Reversion Planning (CII)

J01 - Personal Tax (CII)

J02 - Trusts (CII)

JO3 - The Tax and Legal Aspects of Business (CII)

J04 - Pension Funding Options (CII)

J05 - Pension Income Options (CII)

J06 - Investment Principles, Markets & Environment (CII)

 

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