Katrina's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 1 )
Pensions ( 86 )
Retirement income (annuities, drawdown) ( 66 )
Investments and Savings ( 105 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 28 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 72 )
Financial Mentoring ( 15 )
Financial Coaching ( 8 )
( 2 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 26 )
£100k - £200k ( 23 )
Up to £50k ( 1 )
£50k - 100k ( 5 )
Review
by a verified client in London
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were advised by a close friend who had the same experience we had
How has Katrina Bruce helped you?
Much more optimistic about our future
Have you seen the outcome you were hoping for?
Katrina exceeded my expectations
What could they have done better?
Honestly, she is brilliant
Review
by a verified client in West Lothian
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Property portfolio
How has Katrina Bruce helped you?
Streamlining
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Norfolk
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had various different funds in both the U.K. and the USA and wished to consolidate them under one umbrella
How has Katrina Bruce helped you?
Certainly
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in West Lothian
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
poor service from previous accountant. New accountant recommended speaking with Mearns & Co. Following their advice i was impressed with Katrina's professionalism and quality of advice. I would and have recommended her support for other family members. Katrina is now a very trusted advisor.
How has Katrina Bruce helped you?
Her advice has help shape the direction of our future financial planning and has brought clarity to our short term and middle term business goals.
Have you seen the outcome you were hoping for?
Absolutely. If anything Katrina has exceeded expectations.
What could they have done better?
N/A
Review
by a verified client in Midlothian
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been clients of Mearns since 2022. We were looking to simplify our finances and plan for the future. Mearns were referred to us by a friend. A plan was agreed and put into effect.
How has Katrina Bruce helped you?
Katrina became our dedicated Client contact in 2024. Part of the plan was to move house (downsize). Katrina’s help and advice in liquidating sufficient assets to become cash buyers took a great deal of the stress out of the process.
Have you seen the outcome you were hoping for?
The outcome has surpassed our expectations.
What could they have done better?
Nothing.