What to do when someone dies
When someone passes away it is never easy. In this weeks Personal Finance with Phil Anderson podcast we share some of the things to do in the days and weeks after someone dies.
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Phil Anderson's Discussions (81)
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Scams and scammers
Scammers never tire from stealing money. Recently there has been an increase in scams taking advantage of the COVID-19 crisis. In this weeks Personal Finance Show with Phil Anderson podcast we look at ways you can spot the warning signs.
You can liste
Read more…DO I REALLY NEED FINANCIAL ADVICE AT RETIREMENT?
Since pension freedoms were introduced people now have much more options with their pension pot at retirement.
In this weeks Personal Finance Show podcast I cover areas like withdrawing money from your pension, tax implications and we also discuss
Read more…Personal Finance Podcast
The Personal Finance Show with Phil Anderson
That's my podcast now on Apple and Spotify. Click on any of the links below to listen -
Personal Finance Show on Apple Podcast
Personal Finance Show on Spotify
The podcast has been set up to help people w
Read more…Finance Matters Magazine - Summer 2020
Latest client magazine attached from Phil Anderson Financial Services Ltd.
I thought I would share this in case it is of interest to any ABNers. Finance Matters Magazine - Summer 2020.pdf
#FinanceMatters #MoneyMatters #WealthManagement #FinancialPlan
Maintaining your protection cover is vitally important
Financial hardship can strike when we least expect it, showing the importance of having protection cover in place as a safety net.
A recent YouGov* survey about the pandemic revealed that nearly a third (32%) of Britons fear for their future. Payout
Read more…Help required with questions for my podcast...
I am looking at starting a money podcast soon with the first show scheduled to cover redundancy and the impact this has on peoples finances. I am looking for any questions that you might have regarding this. Being made redundant can have a big impact
Read more…How will a mortgage payment holiday affect you?
How will a mortgage payment holiday affect you?
Life is different at the moment and the financial regulator (FCA) have announced that people can take payment holidays from their mortgage to ease the financial pressures many are having just now as a re
Free Inheritance Tax Guide
Do you know much about inheritance tax? Do you or a loved one have an inheritance tax liability? Do you know the ways that inheritance tax can be mitigated?
At Phil Anderson Financial Services we have produced a free guide to inheritance tax. To reque
Read more…Five tips for first-time investors
It may seem mad to invest for the first time given stock markets have sunk heavily over recent weeks. However, current market conditions will appeal to many investors willing to take some risk, and with a longterm time horizon. Of course, no-one can
Read more…WHAT THE COVID-19 CORONAVIRUS MEANS FOR YOUR PENSION
By now, you will likely have seen news reports about the impacts of the coronavirus crisis on global stock markets. Although the impacts of the virus and how governments around the world are seeking to control its spread are unprecedented, the same c
Read more…A warning about scams...
At a time when the nation is pulling together to support one another, unfortunately scammers never tire from stealing money. We would like to warn you about a significant increase in pension scams taking advantage of the COVID-19 crisis and ensure yo
WEATHERING MARKET STORMS
There’s no doubt that periods of market volatility can be very unsettling for investors. Nevertheless, history shows us that, although equities can certainly be risky in the short term, they remain the best-performing asset class over the long term.
Read more…Meet the team - Laura Mackay
Laura is the newest member of the team at Phil Anderson Financial Services. She has been a great asset to the firm and helped us win Best Firm, Scotland at the 2019 NatWest Local Hero Mortgage Awards. Laura specialises in mortgage advice and loves h
Read more…HR/Employment law support
Anyone had any dealings with Croner? Were they good? My colleague Frank has been speaking to them recently but I’m put off as they tie you in to a 5 year contract.
I’ve asked Edward Obi from Deux to give Frank a quote as well.
Anyone else ABNers would
Read more…What’s the strangest place you’ve done it?
When I used to give financial and mortgage advice I mainly carried out home visits and appointments at one of my offices.
I have however had a few unusual places where I’ve carried out an appointment. I did one once on a boat in Aberdeen Harbour for a
Read more…How do you eat yours?
Anyone else partial to a duck egg?
Out for a catch up with clients last night and I was sent home with several boxes of duck eggs.
So the question is......scrambled, poached, fried or boiled?
Read more…Aberdeen...Abzolutely Fabulous or Nae Bad?
Abzolutely.com has just launched - It’s an initiative by Aberdeen & Grampian Chamber of Commerce to promote Aberdeen as a great city. Are Aberdonians too negative sometimes? What’s your thoughts on the new website. It can be viewed at -
Read more…Who do you think will win Wimbledon?
Wimbledon starts on Monday. Who do you think will emerge victorious in the men’s and women’s events this year?
Read more…Seven things you didn’t know a financial adviser could do for you
Financial advisers used to have bowler hats, carry a briefcase and sometimes wear a carnation (think Mr Banks in Mary Poppins). But a lot’s changed since then.
We no longer use a mangle to dry our clothes, send messages via fax machine, or rent videos
Read more…