Phil Anderson Financial Services wins NatWest Local Hero Mortgage Award

North east firm Phil Anderson Financial Services has taken the honours as winner of the Best Firm Scotland category at the NatWest Intermediary Solutions Local Hero Mortgage Awards.

The awards recognise those mortgage advisers who have “truly gone the extra mile” to put customer needs and their local community at the heart of their firm.

NatWest head of intermediary mortgages Graham Felstead, said: “We are delighted to have hosted our NatWest Local Hero Mortgage Awards initiative, specifically aimed at recognising the hard work and commitment of mortgage adviser firms that have gone above and beyond expectations.

“These firms have exemplified putting the customer and their local community at the heart of everything they do, in addition to providing sound financial advice for those consumers within their locality.”

Phil Anderson, managing director of Phil Anderson Financial Services, said: “This is a fantastic accolade for our firm. Our mortgage division work so hard and I am delighted that Neil Gallagher and Kevin Philip got the opportunity to go down to Birmingham to collect this award. Our team strive to help make the mortgage process as easy as possible for our clients and I am very proud that we have been named best firm in Scotland.”

Gathimba Edwards Foundation Dinner Headline Sponsor

Phil Anderson Financial Services were the Headline Sponsor of the latest Gathimba Edwards Foundation charity dinner to help raise funds for disadvantaged kids in Kenya and Aberdeen.

It was an evening full of inspiration and hope with the event raising £50,135, helping the charity to:

– Start 32 businesses for families in Kenya

– Provide continued support to the 300 children in Kenya and reduce the number of those on their waiting list for support (currently 99)

– Make a £2,500 contribution to the Neil Jaffrey Award that this year aims to build a specialist sensory outdoor play area and also provide equipment for little Evie and her family in Aberdeenshire. (you can find out more here www.totalgiving.co.uk/mypage/Evie-outdoor-play)

Phil Anderson Financial Services have subsequently agreed to Headline Sponsor the next fundraising dinner on Saturday 20th February 2021.

Photo by Abermedia

Pension Adviser of the Year again

Phil Anderson Financial Services is celebrating after one of its financial planners was named UK Pension Adviser of the Year for 2018.

Ryan Yule who specialises in investment and pension advice picked up the award for the second year running. Commenting on this Mr Yule said “I am very humbled to have won this award for the second year in a row. I have a great team around me and would like to thank my paraplanner, Laura Stephen, for all the help she has given me this year. Without the support of those around me this success would not be possible.”

Phil Anderson Financial Services new mortgage adviser

Laura Mackay is the latest person to join Phil Anderson Financial Services’ growing team as a mortgage adviser and brings with her a wealth of experience in the residential mortgage and remortgage sector, covering their Aberdeen and Ellon offices.

“It is great having Laura as part of the team. She’s already fitting in well with the rest of the staff and her appointment will allow us to further enhance the service that we offer to our mortgage clients.” said Phil.

Click here to read Laura’s reviews on VouchedFor, the UK’s leading review site for Financial Advisers and Mortgage Advisers.

Northern Star Awards

Phil Anderson Financial Services are celebrating after picking up another award at this years Northern Star Awards. The firm won in the “Staff Matter” category beating off stiff competition from the other finalists who were Marathon Oil and Bon Accord Care. Commenting on the award Managing Director Phil Anderson said “It is a great honour for us to win such a prestigious award. I have always believed that if we look after our staff they will in turn look after our clients. The way the business has gone in the last year and the number of testimonials and referrals that we recieve supports this. I would like to thank all our staff for their efforts and also thank Thorpe Molloy Recruitment who sponsored the award.”

Photo – Winner of the Staff Matter Award Phil Anderson of Phil Anderson Financial Services Ltd with sponsor Amanda McCulloch of Thorpe Molloy Recruitment Ltd. Picture by Euan Duff / Abermedia

Phil Anderson Announces Further Team Expansion

We are delighted to welcome Kenny Graham to the team as a mortgage and protection adviser. Kenny brings with him a wealth of business experience and we are sure that he will be a great addition to the business.

Commenting on the appointment Phil Anderson, Managing Director of Phil Anderson Financial Services said: “We are making good progress with our business strategy, and we have a determined and strategic focus to expand further over the next few years. Last year we arranged almost 300 mortgages and this year we expect this to grow to over 400. The appointment of Kenny will help us provide a better service to new and existing clients.”

Phil Anderson Financial Services has been providing financial planning advice to individuals and businesses since 2011. The company is one of the largest independent financial advisory firms in the north-east specialising in pension, investment and mortgage advice. Last year the firm was named Employer of the Year at the Pride of Aberdeen Awards.

Oldmeldrum Charity Open

We are delighted to once again sponsor the Oldmeldrum Golf Club charity open which was held recently. This is the third year that we have sponsored the event. This year £500 was raised which was donated to our nominated charity which was Children 1st who support survivors of abuse, neglect, and other traumatic events in childhood. We have sponsored this event now for the last three years and it is great to see Children 1st benefit from this.In the past the event has raised money for Anthony Nolan, Diabetes Scotland and the Gathimba Edwards Foundation.

Phil Anderson shortlisted for Northern Star Business Award

Phil Anderson Financial Services has been named as a finalist in the prestigious 2018 Northern Star Business Awards in recognition of the way in which the company excels in looking after its employees.

The financial advisory firm has been shortlisted in the Staff Matter category alongside Bon Accord Care and Marathon Oil UK. Organised by Aberdeen & Grampian Chamber of Commerce, the Northern Star awards celebrate the achievement of companies of all sizes and across all sectors for exceptional accomplishments across a range of business-related fields.

Phil said he was delighted that the company, which has seven employees, had been shortlisted for an award which focuses on staff.

“We are a relatively small and young company so to be named as a finalist alongside such strong and much bigger contenders is a huge honour,” he said. “I think it confirms that it doesn’t matter how big the company, staff very much matter, and I’m really pleased this awards recognises that.

“We have seen year on year growth since the company started in 2010 and the past few months have been the busiest and most successful ever for the business. I firmly believe that is down to the hard work and contribution of the people who work here. We couldn’t have achieved that without them and being able to acknowledge and reward that and to say thanks for the benefits that brings to our clients is what makes being in business worthwhile.”

The company has introduced a wide range of incentives and benefits for staff, both team-related and individual, flexible working practices such as home working and a training and development programme to support and encourage both personal and professional development.

Company successes are also shared by the team through social activities and in December 2017, Phil fulfilled his commitment to give the staff a Christmas night out to remember if they met their targets by personally funding a five-day all expenses paid trip to New York. Earlier this year, he rewarded his longest-serving employee, office manager Becky Shiel, for her support by making her a company director and gifting her a 5 percent share of the company.

Phil started up his own independent financial advisory business after being made redundant in 2010. The company now has a full-time staff of seven and provides personal financial advice to more than 1,200 clients in Aberdeen, Aberdeenshire and North Scotland. Headquartered in Ellon it also has satellite offices in Aberdeen, Caithness, Westhill, Inverurie, Newmachar, Peterhead and Fraserburgh.

It has already won a number of awards. Phil Anderson Financial Services was named Best Independent Financial Adviser in Scotland in the 2017 International Finance Awards and Phil was named Employer of the Year at the 2017 Pride of Aberdeen Awards. Financial Adviser Ryan Yule was named 2017 UK Pension Adviser of the Year in the national Financial Monthly Awards.

Becky Shiel appointed director at Phil Anderson Financial Services

Phil Anderson, owner of award-winning Phil Anderson Financial Services, has recognised the contribution his longest serving employee has made to the Aberdeenshire company’s success by appointing her company director and gifting her five percent of his company.

Becky Shiel started working for Phil seven years ago as a part-time administrator. As work became busier she took on the role of full-time administrator before being appointed office manager just over two years ago.Becky becomes the company’s second director with immediate effect. Her five-per-cent share of the company will entitle her to annual dividends and to a share of the proceeds if the company is ever sold. “Becky has been with the company right from the start,” said Phil. “She started working for me on her birthday in March 2011 and she’s been my right arm ever since. She’s very efficient, has a fantastic work ethic and knows as much about the company as I do. She keeps me right a lot of the time and I know that I can trust her implicitly to look after things if I’m not here. “The company has seen year on year growth since launch and Becky has been a huge part of that. I wanted to do something special to recompense her for the work which she’s done to build up the business. I thought this was a way to show her how much she is valued and how much I appreciate everything she has done to help me.”

Becky said she was shocked when Phil told her what he was doing. “It came as a complete surprise,” she said. “It certainly wasn’t anything I was expecting or had ever asked for so once I got over the shock I was delighted with such a generous gesture. From the day I started working for Phil I treated it as though it was my own business because I really cared about it and wanted it to do well. “Phil has been a great boss over the years and we’ve established a really good working relationship. I’m always honest with him if he asks my opinion about anything and he’s always prepared to take other views into account.”

Phil started up his own independent financial advisory business after being made redundant in 2010. He initially operated as a sole trader before registering the company in 2011. Headquartered in Ellon, the company now has satellite offices in Aberdeen, Caithness, Westhill, Inverurie, Newmachar, Peterhead and Fraserburgh. It has a full-time staff of seven and works with two self employed financial advisors to provide personal financial advice to more than 1,200 clients in Aberdeen, Aberdeenshire and North Scotland. Services include advice on investments, pensions, savings, mortgages and insurance.

Phil Anderson Financial Services was named Best Independent Financial Adviser in Scotland at the 2017 International Finance Awards and Phil was named Employer of the Year at the 2017 Pride of Aberdeen Awards. Financial Adviser Ryan Yule was named 2017 UK Pension Adviser of the Year at the Finance Monthly Awards.

Pictured:Phil Anderson and Rebecca Shiel Copyright Michal Wachucik / Abermedia

Support for Mortgage Interest (SMI)

Please be aware that Support for Mortgage Interest (SMI) is changing. From 5 April 2018, it will no longer be a benefit that can be claimed, but instead paid as a loan.

Those currently claiming SMI should have received a letter from the Department for Work and Pensions. There will be no automatic conversion – all SMI will stop being paid on 5 April. Claimants will need to have completed a loan agreement if they wish to continue receiving SMI.

SMI is paid on loans up to £200,000, but this is reduced to £100,000 when individuals are getting pension credit, or started getting another qualifying benefit before January 2009.

The SMI loan is repayable, with interest, upon the sale of the property, transfer of ownership or death.

Further information is available from GOV.UK and The Money Advice Service.