Phil Anderson Financial Services Ltd

Independent 12a Carden Place, Aberdeen, Aberdeenshire, AB10 1UR
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
11th November 2019
Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Philip Anderson DipPFS, Adv CeMAP
Managing Director
Ryan Yule DipPFS
Independent Financial Adviser
Nigel Anderson
Professional Financial Advisor
Peter Brown
Independent Financial Adviser
Kevin Philip
Financial Planner
What our clients say
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
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 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
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
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
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
Where to find us

12a Carden Place, Aberdeen, Aberdeenshire, AB10 1UR

Make an enquiry
About us

Award-winning Independent Financial Advisers with branches in Aberdeen, Ellon, Peterhead, Fraserburgh, Inverurie, Newmachar, Westhill, Aboyne and Caithness.

Our Senior Financial Planner, Ryan Yule, was named UK Pension Adviser of the Year at the 2018 Finance Awards.

Other recent awards the company has won include -

NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland

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

Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

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 - Scotland

Finance Awards 2016 - Best Financial Advisory Firm - Northern Scotland

Finance Awards 2016 - Award for Outstanding Client Service

Finance Awards 2015 - Best Financial Advisory Firm - Northern Scotland

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 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 - Scotland. Recently our financial adviser, Ryan Yule, was named as UK Pension Adviser of the Year for the second time.

Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value