AI Finance Awards 2018

Acquisition International - 2018 International Finance Awards 5 FN180001 Best Financial Services Firm - Scotland Phil Anderson Financial Services Ltd Established in 2011 with the vision to be the number one financial advisory firm in the North and North East of Scotland, over the years Phil Anderson Financial Services has flourished, gaining a strong reputation for excellence. Phil explores how far the firm has come over the years and how it works to build upon its current success. Central to the firm’s success is its staff, who support clients and provide them with the level of service that they have come to expect, as Phil is eager to highlight. “Personally, I always feel that if I look after the staff they will look after our clients. This works very well and the proof of the pudding can be seen with the client feedback that we receive and the number of referrals that we get from existing clients. “Internally, integrity is our guiding principle. We stand behind what we say we will do for our clients, our stakeholders and our people. We continually 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 don’t meet their needs someone else will. We support staff with regular team meetings and ongoing support for the role that they undertake. I am a great believer in giving back and support many local causes. One of my proudest moments was donating a family trip to Lapland to the Ellon Community Council to help with the fundraising for the local Christmas Lights switch on and parade.” With regards to the future, Phil is optimistic as he outlines how his firm will continue to grow and flourish. “Building upon our current success, we are keen to move Phil Anderson Financial Services to larger premises and I have plans to have another two advisers join the team by October 2018. These developments will offer us many great opportunities to further support our valued clients and offer them the support they need to succeed in today’s market.” Phil Anderson Financial Services Ltd are award winning Independent Financial Advisors with offices in Aberdeen, Ellon, Westhill, Newmachar, Inverurie, Peterhead, Fraserburgh and Caithness and service many clients throughout the North and North East of Scotland. We invited Phil Anderson himself to tell us more about the firm’s vast array of services. Company: Phil Anderson Financial Services Ltd Contact: Phil Anderson Address: 8 Bridge Street, Ellon, Aberdeenshire, AB41 9AA, UK Phone: 01358 268166 Web Address: www.philandersonfinancial.co.uk “Here at Phil Anderson Financial Services, in 2017 our turnover in the calendar year was £574,182. If we keep going the way we have been this year we will increase this to over £1,000,000 which is phenomenal. Profits have been rising year on year since the business started and our staff are also seeing their incomes rise which is great. We have outgrown our main office and I don’t think it will be long until we need to look at larger premises.”