Award-winning independent financial advisory firm, Phil Anderson Financial Services, has recently appointed Jim Mortimer as a mortgage and protection adviser.
Jim will be based in the Ellon headquarters of the firm, and will be supporting clients with mortgage and protection advice in and around Aberdeen city and Shire.
Jim’s career in financial services spans 25 years, and has included roles with national financial institutions, including Allied Dunbar / Zurich and most recently Lighthouse Mortgage and Protection Solutions.
Jim said: “I am delighted to be joining Phil Anderson Financial Services at what is a really exciting time for the business. Living in Ellon myself I have long been aware of the sterling reputation for customer service that Phil and his team have built within the North-east and beyond. I look forward to getting to know our clients and servicing a more local client base.”
Phil Anderson, the firm’s founder and managing director, added: “It’s a real coup for us to welcome Jim to the team. His appointment brings our headcount up to 12 – Jim is the fourth adviser to join us in the last 6 months. He brings with him a wealth of experience and expertise, and is a very highly regarded figure in the industry. He will be a great asset as we continue to grow the business across the North-east, and in Caithness.”
The firm, which has its head office in Ellon, Aberdeenshire, experienced their busiest month ever for new applications in March. In addition to the increase in their mortgage business, Phil Anderson Financial Services has continued to support an ever-widening customer base with their financial affairs across a range of service areas including investments, pensions, savings, mortgages and insurance, despite the restrictions and challenges of the past year.
The independent financial advisors currently have offices across the North-east, with a new office in the pipeline for Caithness, as well as a prospective move to larger premises for their headquarters in Ellon.
Phil, who established the business in 2010, also records a popular podcast series - ‘The UK Personal Finance Show.’ From ‘Nae will? Nae wise!’ to ‘Tips to improve your credit score’, Phil discusses a hot topic in personal finance in each podcast, delivering relatable insights and advice with his customary warmth.