Phil Anderson started the firm in Ellon to give the North East good, honest financial advice. Becky joined soon after, and the team has grown every year since.
We help with mortgages, insurance, pensions, investments and savings. Meet us at either office, at home, or by phone or video.
Where we are
Ellon
Head office8 Bridge Street
Ellon, AB41 9AA
Aberdeen
Aberdeen City52 Carden Place
Aberdeen, AB10 1UP
Areas we cover
- Aberdeen
- Ellon
- Peterhead
- Inverurie
- Westhill
- Inverness
- Dundee
- Braemar
How can we help?
Mortgage advice
Whole-of-market mortgage advice for first homes, moving, remortgaging and buy to let. We handle the paperwork.
Ask Kevin
Insurance and protection
Life, critical illness and income protection, so your family can still pay the bills if the worst happens.
Ask Louise
Pensions and retirement
Find out when you can retire, how much income you will have and the most tax-efficient way to take it.
Ask Margaret
Investment advice
Independent advice on investing your money in line with your goals and the risk you are comfortable with.
Ask Jake
ISAs and personal savings
Grow your savings free of income tax and capital gains tax with the right cash, stocks and shares or Junior ISA.
Ask Emma
Your local advisers
“He consistently provides good advice, in a relaxed friendly manner. Nothing is too much trouble.”