We’re thrilled to share some fantastic news as 2025 gets off to a flying start for Phil Anderson Financial Services Ltd.

Laura Cantlay Promoted to Office Manager

First up, a huge congratulations to Laura Cantlay, who has been promoted to Office Manager at our Ellon head office. Laura has been a key part of the team for several years, and this new role is a well-deserved recognition of her hard work, dedication, and the leadership she brings to the business every day.

Record-Breaking Start to the Year

We’re also celebrating a record-breaking Q1, with over £300,000 of new business written in just the first three months of the year. That’s our best ever start to a year, smashing our previous Q1 record of £241,919 set back in 2019. This incredible achievement is a real credit to the whole team and reflects our ongoing growth.

Our recent expansion into Cheshire has helped drive this success, and we’re already making plans to expand into Edinburgh in the near future. It’s a really exciting time for the business as we continue to grow our reach and help even more clients across the country.

Welcome to Tom Atterton

We’re also delighted to welcome Tom Atterton to the team. Tom has joined us as a Trainee Financial Planner and will be based at our Ellon office. He’s already getting stuck in, and we’re excited to support him as he begins his journey in financial planning.

Managing Director Phil Anderson said: “It’s been a phenomenal start to the year. Laura’s promotion is richly deserved, our Q1 performance has exceeded expectations, and we’re very excited to have Tom on board. With further expansion on the way, the future is looking very bright for the business.”

We’d like to thank all our clients and team members for their continued support—it’s been a great start to the year, and there’s so much more to come!