Scottish-based financial advisor advances into Yorkshire

Independent financial advisory firm, Phil Anderson Financial Services, has expanded into Yorkshire following a record year in 2021.

The business achieved a turnover of £1.42m, a 29% increase from 2020 and its best financial performance since launching in 2010.

Headquartered in Aberdeenshire, Scotland, one of the company’s senior financial advisors, Peter Brown, is now stationed in Wetherby, the firm’s first location in England.

He has been with the business since December 2017, and will continue to manage his existing clients as well as additional clients in Yorkshire.

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

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

Despite the challenges the economy has seen over the last two years, the firm saw an increase in clients across each area of its service offering, in particular an increase in pension enquiries in 2021.

Company founder and MD, Phil Anderson, 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.

“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.”