Phil Anderson Financial Services Ltd

Independent Financial Adviser  Parkhill Business Centre, West Yorkshire, LS22 5DZ
First meeting at adviser's own cost
Professional Adviser Awards - Winners 2022 Finance Awards 2018 - Independent Financial Advisors of the Year
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
10/10
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
Philip Anderson
Managing Director
Mr Peter Brown DipFA MLIBF AwPETR
Independent Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Mr Phil Smith DipFA
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
Laura gave us some brilliant advice, answering any questions we had and was extremely helpful. We weren't even sure owning our own home would ever be possible but Laura made it happen for us. It is very clear she is not only great at her job but that she takes great pride and enjoys being a part of your journey. We bought our first home, which was a dream home to us.
Robert Peter, Aberdeenshire
After the down turn in the Oil & Gas industry i became redundant and decided to look at my finances. Firstly i spoke with Phil Anderson who quickly set me up with Ryan being the best man for advice on what I was wanting, Ryan set me straight with the pension and what i could and couldn't do with it. Ryan put me on the right track with the advice he gave me and ensured I got what I was aiming for at the end of the day. He made it easy for me to understand without loosing me in all the terminology. Ryan organised what i wanted effortlessly, nothing was a problem for him.
Scott Robertson, Aberdeenshire
Phil has a very pleasant manner and is always amenable. He is well organised and offers many suggestions and options. Phil is prepared to give of his time to research the best possible solutions to his clients' requests. I have recommended his services to others and they have been suitably impressed.
Wilma Moir, Ellon
I have known and worked with Phil for over ten years now - and I always go back to him because of one thing - he can be trusted. Phil is honest, puts the facts in front of you and advises on the options available - its a real treat. Doesn't try and sell you something you don't need, but lets you know its there if you need it. I do not intend looking for another Financial Advisor anytime in the foreseeable future.
Peter Walker, Oldmeldrum
I have used Phil Anderson Financial Services for a number of years now and rate the services as first class. Phil's knowledge of the financial sector is second to none, he is meticulous and extremely trustworthy. Phil has been very helpful to me recently after I became a contractor and has recommended some very good products, which I now use. I highly recommend Phil Anderson Financial Services
David Horne, Ellon
I have known Phil for many years now and have gone to him for advice on more than one occasion - I've also recommended him to many family and friends, and the feedback is always that he is very helpful and very personable! I have always found Phil to give excellent advice on mortgages, insurance, and pensions. Explains things in simple terms, but gives enough details for you to understand what you're getting in to. Phil always has his client's best interests at heart. Will definitely use again in the future and would recommend to anyone looking for financial advice.
Nicola Allan, Aberdeen
About us

We look to make money matters as easy as possible for our clients. We help clients feel less anxious and more in control of their money.

We are award-winning Independent Financial Advisers with branches in Wetherby and Harrogate.

Recent awards the company has won include -

NatWest Local Hero Mortgage Awards Winners 2019

Aberdeen & Grampian Chamber of Commerce Northern Star 2018 Business Awards - Winner Staff Matter

Finance Awards 2018 - Independent Financial Advisors of the Year

International Finance Awards 2018 - Best Financial Services Firm - Scotland

Original 106 Pride of Aberdeen Awards 2017 - Employer of the Year

International Finance Awards 2017 - Best Independent Financial Advisers

Finance Awards 2016 - Best Financial Advisory Firm

Finance Awards 2016 - Award for Outstanding Client Service

Finance Awards 2015 - Best Financial Advisory Firm

Best of the Best Business Awards 2015 - Best Customer Service

Best Business Awards 2013 - Best Corporate Social Responsibility

Our services

We are very flexible with appointment times and can see clients in their own home or at one of our offices. We aim to provide clients with the best financial products and very best service. At the Finance Awards 2018 we won the award for the Independent Financial Advisors of the Year.

Appointments also available by telephone, Teams, Zoom and FaceTime.

Where to find us
Head office address: Parkhill Business Centre, Walton Road, Wetherby, West Yorkshire, LS22 5DZ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Phil Anderson Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. FCA no.631218. Registered in Scotland No. SC409185

Response rating
10/10
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FCA authorised
Last authorised 20th June 2022

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