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Scottish financial advice firm sets up office in Yorkshire

By Robbie Lawther, 24 Feb 22

It is the company’s first operation in England

Aberdeen-headquartered independent financial advisory firm Phil Anderson Financial Services has expanded into Yorkshire.

Financial adviser Peter Brown has been relocated to 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 adviser to assist with the expansion in England.

With over 15 years in financial services, Smith was previously at Leodis Wealth Asset Management and St James’s Place.

Ambitions

Phil Anderson, managing director and founder of Phil Anderson Financial Services, 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.”

Phil Anderson Financial Services has seven offices in Scotland including; Aberdeen, Ellon, Caithness, Banff, Inverurie, Westhill and Dundee.

Tags: Scotland | UK Adviser

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.