Phil Anderson Financial Services Ltd

Independent Financial Adviser  Unit 27-29 Camperdown street, Dundee, DD1 3JA
First meeting at adviser's own cost
Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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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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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
9.6/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Kevin Philip
Financial Planner

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Philip Anderson DipPFS, Adv CeMAP
Managing Director

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the regulatory and practical implications of the Treating Customers Fairly initiative.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

Peter Brown
Financial Planner

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.

What our clients say
I met with Ryan from Phil Anderson Financial Services. He was very professional, with a likeable manner, clearly explaining my options and his recommendation. He was a great help, thoroughly recommended !
Andy, Aberdeen
About us

Award-winning Independent Financial Advisers with branches in Aberdeen, Dundee and Caithness. 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.

Where to find us
Head office address: Unit 27-29 Camperdown street, Dundee, DD1 3JA
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    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.

Response rating
9.6/10
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FCA authorised
Last authorised 16th November 2020

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