Margaret Mearns

Malcolm Steel

Catherine Bell

Graeme Brown

Paul Gillen

Pavana Nagaraja

Stephanie Robertson

 

Matt Monach

Matt Monach

(CLIENT SUPPORT ADMINISTRATOR)

Matt is a Client Support Administrator. He has worked with Mearns & Company since January 2008. Matt holds the Certificate in Financial Planning and the Investment Management Certificate.

Matt is currently working towards a degree in International Accounting. He is also studying for a Chartered Financial Analyst qualification and sits his first paper later this year.

+ Professional Qualifications +

Highest Accreditations Held

Examinations Passed

Associate of The Chartered Institute for Securities & Investment

Certificate of Financial Planning (CertPFS)

Investment Management Certificate (IMC)

Member of CFA UK

CF1 - UK Financial Services, regulation and ethics (CII)

CF2 - Investment and Risk (CII)

CF3 - Financial Protection (CII)

CF4 - Retirement Planning (CII)

CF5 - Integrated Financial Planning (CII)

IMC - Investment Management Certificate (CFA)

 

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