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Phil Anderson
FUNDS UNDER ADVICE
£124m
FEE-EARNING ADVISERS
9
NUMBER OF CLIENTS
1,000+
Phil Anderson Financial Services

It has been a phenomenal year for Phil Anderson Financial Services. The team has more than doubled in the last year, growing from seven to 15. They have ambitious growth plans and staff training and development has been a big part of their success over the last year. They are a firm at the heart of their community and recently donated an all-expenses paid trip to Lapland to one of the local schools to help their fundraising efforts. Commenting on this, the firm’s founder and director Phil Anderson said: ‘We love being at the heart of our local community. Our success is down to our amazing team and amazing clients. I am a firm believer in giving back and we love helping people – whether that is by giving them quality financial planning or by helping out local charities, schools and clubs.’

They have won numerous awards over the years and are previous winners in the ‘Staff Matter’ category at the Aberdeen & Grampian Chamber of Commerce Northern Star Awards.

Over the last year the firm has implemented a new back-office system and set up an ESG division to promote and cater to demand for advice in this area.