Please provide the name of your company/organisation and details of what you/they do
I lead a team of award-winning Independent Financial Advisers and mortgage brokers. My firm helps people with with financial planning, wealth management, mortgages, pensions, investments, savings and insurance. We have offices in Aberdeen, Inverurie and Ellon. We also have advisers covering Deeside and Caithness. We also offer financial planning to businesses and can help with auto enrolment, pensions, investments and protection such as relevant life cover. In 2019 my firm was named "Best Firm - Scotland" at the NatWest Local Hero Mortgage Awards. I was very proud to win a Northern Star Business Award in 2018 and it is a joy to lead my team and help our clients.
What would you like to achieve from your ABN Community membership?
If you know anyone who is approaching retirement I am very keen to speak with them. My advisers love helping those looking to retire and it is an area that we can help make easy for those considering this.
I am also very keen to speak to anyone that has a mortgage or is consider buying a property. We have access to some super mortgage deals at the moment and being "Independent" means that we can research the whole mortgage market for our clients which should save them time and money.
What makes you/your business/organisation different?
My advisers are very flexible with appointment times. They can see clients in the evening and at weekends if required. They aim to make financial planning as easy and straightforward as possible.
For Finance...Phone Phil
Share some life or business wisdom!
"Amat Victoria Curam"
Linkedin, Twitter, Facebook (Business) & Instagram Contact Details?
How did you find out about ABNCommunity? (If recommended by an individual, please list their name)