Phil Anderson Financial Services

Phil Anderson Financial Services has appointed experienced financial adviser Margaret O’Brien to support its expansion into the Edinburgh market. Based in South Queensferry, Ms O’Brien brings expertise in financial planning, pensions, and investment advice. She previously worked at M&

Phil Anderson Financial Services, headquartered in Ellon, has promoted long-serving team member Laura Cantlay to the role of office manager. Ms Cantlay, who has been with the firm for several years, has earned a reputation for her dedication and efficiency, and will now oversee operations at the bus

Phil Anderson Financial Services Ltd has appointed Ben Anthoney as a new mortgage and protection adviser based in Thurso. Mr Anthoney joins a three-strong team based in Wick to strengthen the firm's services in the Caithness region.

Ellon-based Phil Anderson Financial Services has opened a new office in Wilmslow, Cheshire, further expanding its England presence. The Wilmslow office marks another milestone in the firm’s growth journey, following the establishment of its Wetherby, Yorkshire office just over two years ago.

Louise Cormack, a member of the team at the Wick office of Phil Anderson Financial Services in Caithness, has successfully passed her final exam and is now a fully qualified mortgage adviser. Ms Cormack's accomplishment comes after passing the Chartered Insurance Institute CF6 mortgage advice exam,

Phil Anderson Financial Services has enhanced its leadership team with the appointments of Peter Brown and Kevin Philip as directors. Mr Brown joined Phil Anderson Financial Services in December 2017 and has since proven himself as a valuable member of the team. With a wealth of exper

Phil Anderson Financial Services has furthered its support of the Aberdeen football community with its sponsorship of the Hermes Bridge of Don Para Football team. The firm has a long-standing tradition of supporting local sports, and this new partnership underscores the firm's dedication to fosterin

Phil Anderson Financial Services has renewed its sponsorship of Sunnybank Football Club, reflecting the shared spirit of achievement and community support that characterises both organisations. Following an incredible season that saw Sunnybank clinch the championship title and earn promotion to the

Emma Reid, a young financial adviser from north-east Scotland, is making waves in the financial advisory sector as a finalist in two categories at the 2023 Professional Adviser Women in Financial Advice Awards. Shortlisted for the "Financial Adviser of the Year Scotland & Northern Ireland" and "

Phil Anderson Financial Services has once again been named the Best Financial Adviser to work for at the Professional Adviser Awards in London. The prestigious award was collected by independent financial adviser Andrew Scouller, who accepted it on behalf of the entire firm.

Ellon-headquartered financial advisory firm, Phil Anderson Financial Services has pledged its support to the Clan ‘Big Hop’ Trail for 2023. As part of the sponsorship, the firm has pledged to sponsor the trail t-shirts and a sculpture, which will be placed as part of the trail in Ellon d

Phil Anderson Financial Services has agreed to sponsor the Bon Accord Bowling Association's Fours Leagues for the next three years. As part of the agreement, Phil Anderson Financial Services will be the exclusive sponsor of the Bon Accord Bowling Association Fours Leagues, providing financial suppor

A Caithness-based mortgage adviser is celebrating after having passed her final exam to gain the Diploma in Regulated Financial Planning. Kayleigh Ross works at Phil Anderson Financial Services in Wick as a mortgage adviser has passed the Chartered Insurance Institute Exam R06 – Financial plan

An Aberdeenshire-based personal finance expert is celebrating after his podcast reached it’s 125th episode. Phil Anderson who is the managing director of Phil Anderson Financial Services has a weekly podcast titled The UK Personal Finance Show with Phil Anderson. Each week Mr Anderson and co-h

Independent financial advisory firm Phil Anderson Financial Services has reported that 2022 was a record year for the firm, achieving a turnover of £1.63 million, a 22% increase from 2021 and their best financial performance since launching in 2010. Managing director, Phil Anderson said: &ldqu