Phil Anderson Financial Services Ltd. is proud to announce that Jake Crossley has been named Young Financial Planner of the Year (North East & West, Scotland & N. Ireland) at the Young Financial Planner Awards 2025, sponsored by Brooks Macdonald.
The award recognises the most talented young advisers from across the UK, celebrating their technical expertise, client service, and dedication to raising professional standards. Jake’s achievement is a testament to his hard work, commitment to excellence, and passion for helping clients achieve their financial goals.
“We are absolutely delighted for Jake,” said Phil Anderson, Managing Director of Phil Anderson Financial Services. “This is an incredible accomplishment at such a young age. Jake has shown exceptional professionalism, a deep understanding of financial planning, and a genuine commitment to supporting clients. We’re very proud to have him on our team.”
Jake began his career at Phil Anderson Financial Services as a trainee adviser and has quickly established himself as a rising star in the industry. He has demonstrated an impressive ability to combine technical knowledge with a personable, client-focused approach — qualities that helped him stand out in a highly competitive field.
“Winning this award means a great deal to me,” Jake said. “I’m passionate about making financial planning accessible and helping people build secure futures. I’m grateful to work with such a supportive team and look forward to continuing to grow in this profession.”
The Young Financial Planner Awards highlight the next generation of talent shaping the future of financial advice. This win further reinforces Phil Anderson Financial Services’ reputation for nurturing exceptional advisers and delivering high-quality, client-focused financial planning.

