AI International Finance Awards 2017

10 Acquisition International - International Finance Awards 2017 Best Independent Financial Advisers - Scotland Phil Anderson Financial Services Phil Anderson Financial Services are independent financial advisers offering advice on retirement planning, investments and mortgages. Since October 2011, Phil Anderson Financial Services has increased in size, both in terms of employees and workplaces, now possessing offices in Aberdeen, Ellon and Caithness. The firm currently has over £50,000,000 funds under management and in the last year it has arranged over 250 mortgages. It offers advice mainly to individuals, however, staff can also help businesses with financial planning. Over the last couple of years, the firm has been active in the employee benefits and workplace pension sectors. It looks to provide world-class financial advice to clients that is affordable and carried out in a friendly, reliable manner that exceeds the client’s expectations. The company looks to provide consistent expert advice through its professional team. Phil Anderson Financial Services has four culture statements which help it to become the success it has today. Phil outlines them for us, detailing how each statement highlights that the company always puts the client first, providing the best quality service it can. “Focusing on integrity, it is our guiding principle. We stand behind what we say we will do for our clients, our stakeholders and our people. The culture also breeds honesty, whether it is being honest in argument, honest with advice, honest with our staff, honest with our suppliers – and above all, honest with our clients, we place honesty highly in our company culture. “There is also a firm focus on customer service, as we continuously ask our clients what they want and how we are doing. We must know our customers intimately; so well that we can anticipate and assist with their financial requirements. A strong relationship with our clients guarantees their satisfaction. We continually search out ways to exceed our clients expectations. If we do not meet their needs someone else will. “Looking to always be innovative and stay ahead of developments, staff are constantly honing their skills and expanding their knowledge. Skills and knowledge become outdated quickly in the financial world. We must constantly develop our knowledge around all financial services. Our company believes training our team is the key to success for both the business and clients.” Always looking to stay ahead of the game, the company is developing its online and robo advice offering. It is already ahead of many other financial Phil Anderson Financial Services was set up by Phil Anderson with the vision to be the number one financial advisory firm in the North and North East of Scotland. We profiled the firm and spoke to Phil Anderson to find out more about it and what makes it so successful. advisory firms with regard to the use of social media. Its use of social media and flexible appointment times by their advisers set them apart from their competition. The business is highly regarded for its customer service as recent testimonials can confirm. When Phil started the business he worked from his kitchen. In a short period of time, it has grown rapidly, with the turnover increasing to to almost £700,000 per annum and the business now runs from its head office in Ellon, Aberdeenshire. The head office is located on the main street in the town and occupies three floors. Plans are in place to open further offices in Peterhead and Fraserburgh in the near future. Regarding its recent performance in all aspects of the company, it has been so exceptional that the firm plans on taking its staff to New York in December for its annual Christmas night out. Phil comments on why he believes looking after his clients is a key factor in contributing the company’s success. “Essentially, I am a great believer of the fact that if you look after your staff they will in turn look after your clients. We have a great team in place and they deserve a reward after the efforts they have put in over the last year. With an assortment of recent achievements and success, it has made me more determined to make Phil Anderson Financial Services a great place to work.” Rewarding clients and staff will almost certainly bring about good results and the firm is able to add to its already sterling reputation, thanks to its contributions locally, as well as globally. Phil Anderson Financial Services has been very active in the local community and have been rewarded for their work. Last December, the firm donated a trip to Lapland to help fund the Christmas Lights switch on event in Ellon and they have also supported local homeless charity Aberdeen Cyrenians. This highlights the growing contributions made by the company, and it is clear that there is a bright future ahead for Phil Anderson Financial Services. Contact: Phil Anderson Contact Email: admin@philandersonfinancial. co.uk Address: 8 Bridge Street, Ellon, Scotland, AB41 9AA, UK Phone: 01358 268166 Facebook: www.facebook.com/ philandersonfinancial Website: www. philandersonfinancial.co.uk FN170025