Investments & investing

Independent investment advice to help you make the most of your money.

When it comes to securing your financial future, it's so important to have peace of mind that your investment is working for you. For many, the investment market is a complex place and knowing what to do with your money can be confusing.

At Phil Anderson Financial Services we help our clients plan investments today to make the most of their money tomorrow.

The Right Investment For You

We offer trusted, independent advice on a wide range of investment opportunities -

  • Investment Bonds
  • Investment Trusts
  • Capital Protected Investments
  • Child Trust Funds
  • Cash Individual Savings Account (ISA)
  • Stocks and Shares ISA
  • Junior ISA
  • Unit Trust
  • Enterprise Investment Schemes
  • Open Ended Investment Companies (OEIC’s)
  • National Savings & Investments (NS&I)
  • Bank & Building Society Accounts
  • Deposit Accounts
  • Regular Savings Plans
  • Personal Taxation Planning
  • Inheritance Tax Planning
  • Tax Efficient Investments
  • Enterprise Traded Funds

Make Your Money Work For You.

Make an Appointment With One of Our Local Advisers. With offices in Aberdeen, Ellon, Westhill, Inverurie, Dundee, Banff and Caithness, we are conveniently located to personally explore all your financial investment options.

Get in touch today to arrange a home or office appointment with one of our trained investment advisers.

*The value of investments can go down as well as up and you may not get back the full amount invested.

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Current Progress
Current Progress
Current Progress
How can we help you

Arrange a 'no-obligation' review of your personal finances.