About

Phil Anderson Financial Services About

My name is Phil Anderson and I set up Phil Anderson Financial Services Ltd in October 2011 with the vision to be the number one financial advisory firm in the North and North East of Scotland. Since then we have increased our staff to 7 and now have offices in Aberdeen, Ellon and Caithness with a team of advisers offering home visits to clients all over Aberdeen, Aberdeenshire and Caithness.

At Phil Anderson Financial Services we offer Independent Financial Advice to our clients on a range of areas including investments, pensions, savings, mortgages and insurance. We are happy to meet them where they find the most convenient and our aim is to find our clients the most competitive financial products to suit their individual needs and circumstance.

Formerly a branch manager with the Skipton Building Society I have been involved in financial services for over 15 years and have worked as an Independent Financial Adviser (IFA) for many years, holding the Chartered Insurance Institute’s Diploma in Financial Planning along with the Institute of Financial Services (IFS School of Finance) Advanced Certificate in Mortgage Advice and Practice (Adv CeMAP). I was also the first financial adviser in the Aberdeen and Aberdeenshire area to complete the Advanced Certificate in Mortgage Advice & Practice and am currently a member of The Society of Mortgage Professionals, The Personal Finance Society and The Chartered Insurance Institute.

Away from work I am involved in various local groups and charities including acting as President of Ellon Bowling Club, being a committee member at Peterhead Boxing Club and also an active member of Ellon Community Council and we are proud sponsors of the Ellon Bowling Club Super Six Tournament.

As a business we are proud to be involved with these local causes and were recently honoured with a Best Business Award for Corporate Social Responsibility as well as a 4.9/5 star rating on Vouched For, a review site for Independent Financial Advisers. I was also awarded the Business Network International Meridian Chapter Member of the Year in 2012.

We hope to build on these achievements and continue to provide a quality and trusted service to all existing and new clients.

#for finance…phone Phil

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