Scottish independent financial advisory expands into Yorkshire following record year

Independent financial advisory firm Phil Anderson Financial Services has expanded into Yorkshire following a record year, achieving a turnover of £1.42m, a 29 per cent increase from 2020 and their best financial performance since launching in 2010.
By Ismail Mulla
Published 23rd Feb 2022, 09:01 BST
Updated 23rd Feb 2022, 09:04 BST

Phil Anderson Financial Services is based in Aberdeenshire, Scotland. One of the firm's senior financial advisors, Peter Brown is now stationed in Wetherby, the firm's first location in England.

Mr Brown has been with the firm since December 2017 and will continue to manage his existing clients as well as additional clients in Yorkshire.

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Philip Smith has also joined the team in Wetherby as an independent financial advisor, to assist with the expansion in England.

Phil Anderson said: "I’m delighted we can give Peter the opportunity to expand his services into England, as well as welcoming Philip to the team."Phil Anderson said: "I’m delighted we can give Peter the opportunity to expand his services into England, as well as welcoming Philip to the team."
Phil Anderson said: "I’m delighted we can give Peter the opportunity to expand his services into England, as well as welcoming Philip to the team."

Mr Smith, who has over 15 years in financial services, specialises in pension schemes, protection, and wealth management for both individuals and businesses, as well as investment advice.

The firm saw an increase in clients across each area of its service offering, in particular an increase in pension enquiries in 2021.

Phil Anderson, company founder and MD, said: “I am beyond thrilled that last year saw us experience our best year yet, which is a testament to the committed and talented team we have.

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"I’m delighted we can give Peter the opportunity to expand his services into England, as well as welcoming Philip to the team.

"They have previously worked together, so I’m very confident they will be a great fit, and help us to achieve our ambitious plans for 2022.”

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Related topics:YorkshireIndependentWetherbyEngland

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