0131 268 0014
Based in Edinburgh
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Katrina is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katrina's status
Last checked: 17 January 2026
Katrina is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Katrina's status
69
Recent Client Reviews
Katrina has received 69 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Katrina has received 69 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 October 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Katrina has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Katrina has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Katrina has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Katrina has provided information on their typical fees
Katrina has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I am a qualified Chartered Financial Planner and a Fellow of the Personal Finance Society (FPFS). I provide award-winning, fee-based, regulated independent financial advice tailored to you. Whether you're working hard, nearing retirement, or want to pass on wealth to loved ones, whatever your circumstances I can help. I am a Chartered Financial Planner at Mearns & Company, an Edinburgh based team of financial advisers and employee benefits consultants. We provide financial planning and employee benefits advice to our clients. Since 1994 we’ve been helping to change people’s lives for the better. We help individuals with their financial planning and employers with their employee benefits. We have been awarded the Gold Standard for Independent Financial Advice ten times since 2009. As a team of multi-award winning wealth management and employee benefits experts, we develop strategies to help you to achieve your goals. I have worked in all client teams across Mearns & Company since 2015. I love to travel and see different parts of the world. I try to visit at least one new country every year.