The way we work with our clients is what makes your money work for you.
Phil Anderson Financial Services is a team of, innovative Mortgage, Protection and Financial Advisers who are passionate about providing no-nonsense investment and financial planning advice for their clients.
We don’t just help you invest your money, we help you get the best out of your unique circumstances along with the security and peace of mind that comes from knowing your finances are in good hands.
We provide Financial Advice across the North and North East of Scotland and are here for you whenever you need us.
Meet our advisors
Phil Anderson
DIRECTOR
Having previously been an Independent Financial Adviser, Phil is the founder of the firm and the driving force behind the business. He was a winner at the Pride of Aberdeen Awards a few years back for Employer of the Year and is involved in various local groups and charities close to his heart.
Rebecca Shiel
DIRECTOR
Rebecca has been with Phil Anderson Financial Services Ltd almost from the start, she started working for Phil in 2011 as a part-time administrator.
As the workload increased she took on a full-time role before being made office manager in 2015. As a thank you for all her hard work and dedication, Phil gifted Rebecca a 5% share of the business in 2018.
Kevin Philip
Financial Advisor – Mortgage Adviser – Equity Release Specialist
Kevin has been in Financial Services since 2015. He started as a mortgage advisor and soon after qualified to offer equity release advice. Due to expansion within the firm Kevin achieved his Diploma in Financial Advice and planning in 2019.
Since then, Kevin has been focused on maintaining a high standard of service in helping clients on all aspects of financial planning which includes but is not limited to Mortgage advice, Protection, Equity Release and Pensions and Investments, ensuring that clients are on track to meet their financial goals.
Peter Brown
Independent Financial Adviser
Having been in the financial services industry for nearly 30 years now, Peter has built up an exceptional knowledge of the industry. Peter’s wealth of experience allows him to advise our clients on a wide range of wealth management products to suit their requirements, which ensures that the needs of his clients are promptly and effectively met.
Laura Stephen
Paraplanner & Mortgage Adviser
Laura has over 20 years of experience in the field of Administration and Accountancy, with the majority of her early years' spent training as an Accounts Assistant. With a strong background in sales and marketing, she is forward-thinking and self-motivated while always ethical in her approach.
Kayleigh Ross
Financial Planner and Mortgage Adviser (Caithness)
Kayleigh started her career in financial services in 2020. Before this, she spent a year studying for her CeMAP exam alongside working full time as an accounts administrator. She left school at 17 and has been working full time ever since.
Kayleigh is qualified in providing mortgage, protection and equity release advice.
Emma Reid
Financial Planner
Emma graduated from the University of Aberdeen in 2021 with a degree in LLB Scots Law with English Law. Shortly thereafter she joined the firm as a Trainee Financial Adviser. In her current role, Emma assists the advisers in report writing and research.
Louise Cormack
Protection Adviser
Louise splits her time between working as a protection adviser and administrator at our Wick office. Louise is currently studying towards her Certificate in Mortgage Advice and she currently helps clients with life insurance, critical illness cover and income protection.
Cheryl Horne
Independent Financial Adviser
Cheryl has worked in financial services for over 28 years providing a range of financial planning solutions to individual and business clients. Her career began in the banking sector and she progressed into financial advice while at TSB and then went on to be an Independent Mortgage Adviser at Aberdein Considine in 1994.
Neil Gallagher
Mortgage Adviser
Neil Gallagher has been working in financial services since 2004, as a customer services adviser for Yorkshire Building Society. In 2007 he joined TSB as a mortgage adviser and worked there until joining Albyn Associates as a self-employed independent mortgage adviser in 2009.
With the mortgage market having been so badly affected by the banking crisis, Neil decided to take a year away from financial services, later returning by joining Phil Anderson Financial Services in 2012.
Laura Riddel
Administration Assistant
Laura joined the Phil Anderson Financial Services team in March 2022 bringing with her a successful history of delivering first class customer service. Having gained experience in previous positions at companies including Tui, Munros Business Travel and Watson Alarms, Laura thrives on providing the highest level of service and hopes to progress as her career develops at Phil Anderson Financial Services.
Laura is a master at multi tasking, helping all our advisors with their admin, processing client reviews and helping with engagement. Laura believes this master skill is down to being the (very) proud mum of twin boys who certainly keep her on her toes.
Yvonne Cormack
Administration Assistant
Yvonne joined the team in August 2023 as an administration assistant after the successful opening of the Wick office. She has over 30 years of experience in administration and accounts and worked within the construction industry for much of this time.
Let's have a chat
With offices in Aberdeen, Ellon, Westhill, Inverurie, Dundee, Banff and Caithness, we are conveniently located to personally handle all your financial needs.
Get in touch today to arrange a home or office appointment with one of the team.