£1m turnover boost sees Scottish financial firm expand into Yorkshire

Phil Anderson. Picture by Abermedia / Michal Wachucik

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.

Headquartered in Aberdeenshire, Scotland, one of their senior financial advisors, Peter Brown is now stationed in Wetherby, their first location in England. Peter has been with the firm 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, Philip 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 their service offering, in particular an increase in pension enquiries in 2021.

In addition to the firm achieving their highest turnover, and expanding into England, the business has expanded the team, with their latest appointment Jamie Smith joining as engagement manager. Jamie brings a wealth of experience, previously holding positions in Sales, Marketing, Relationship Management and Events across a range of commercial and third sector organisations.

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.”

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