Malcolm Steel
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Malcolm Steel Email & Phone Number

Chartered Financial Planner at Mearns & Company
Location: Edinburgh, Scotland, United Kingdom 4 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Chartered Financial Planner
Location
Edinburgh, Scotland, United Kingdom
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Who is Malcolm Steel? Overview

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Quick answer

Malcolm Steel is listed as Chartered Financial Planner at Mearns & Company, a with 25 employees, based in Edinburgh, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Malcolm Steel.

Malcolm Steel previously worked as Client Strategy Director at Mearns & Company and Director at Lightbox Reward. Malcolm Steel holds Step Diploma In Trusts & Estates (Scotland), Distinction from Step.

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Email format at Mearns & Company

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Mearns & Company

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Profile bio

About Malcolm Steel

I have worked in the financial services sector since 1996, and have held a variety of roles in that time. The last 16 years have been the most rewarding; working with Mearns & Company as a Financial Planner, Employee Benefits Director and, more recently, Client Strategy Director. I've learned a lot in this time, and helped countless individuals to secure their financial goals and achieve peace of mind. I also work closely with our corporate clients, helping them to enrich their compensation and reward strategies, drive significant cost savings and ensure delivery of a first class service. We help with UK and global benefits provision and I am a member of the International Employee Benefits Association (IEBA).I am a Chartered Financial Planner by qualification and experience, and I am also a Fellow of the Personal Finance Society. In addition to this, I am a member of the Society of Trust and Estate Practitioners (STEP) having completed the STEP Diploma for Scotland with distinction. Finally, I am a founding Director of Lightbox Reward. Lightbox Reward is a FinTech business, with a core product which is used by companies from all sectors to deliver flexible benefits, employee communication and benefits administration automation. The software helps our clients to attract, recruit and retain the very best talent.I’m always keen to make new contacts, so if you would like to get in touch, please e-mail malcolm@mearnscompany.com or call me on 0131 554 7771.

Current workplace

Malcolm Steel's current company

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Mearns & Company
Mearns & Company
Chartered Financial Planner
edinburgh, edinburgh, united kingdom
Employees
25
AeroLeads page
4 roles

Malcolm Steel work experience

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Team & coworkers

Colleagues at Mearns & Company

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2 education records

Malcolm Steel education

Step Diploma In Trusts & Estates (Scotland), Distinction

Step

Education record

Chartered Insurance Institute

FPFS - Fellow of the Personal Finance Society Chartered Financial Planner

FAQ

Frequently asked questions about Malcolm Steel

Quick answers generated from the profile data available on this page.

What company does Malcolm Steel work for?

Malcolm Steel works for Mearns & Company.

What is Malcolm Steel's role at Mearns & Company?

Malcolm Steel is listed as Chartered Financial Planner at Mearns & Company.

Where is Malcolm Steel based?

Malcolm Steel is based in Edinburgh, Scotland, United Kingdom while working with Mearns & Company.

What companies has Malcolm Steel worked for?

Malcolm Steel has worked for Mearns & Company, Lightbox Reward, Society Of Trust & Estate Practitioners, and Corporate Adviser Awards.

Who are Malcolm Steel's colleagues at Mearns & Company?

Malcolm Steel's colleagues at Mearns & Company include Margaret Mearns, Louise Brown, Ralph Wingfield, Catherine Bell, and Graeme Brown.

How can I contact Malcolm Steel?

You can use AeroLeads to view verified contact signals for Malcolm Steel at Mearns & Company, including work email, phone, and LinkedIn data when available.

What schools did Malcolm Steel attend?

Malcolm Steel holds Step Diploma In Trusts & Estates (Scotland), Distinction from Step.

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