Phil Anderson Financial Services has strengthened its team with the appointment of financial adviser Margaret O’Brien, as the firm continues its strategic expansion into the Edinburgh market.
Based in South Queensferry, Ms O’Brien brings a wealth of experience in financial planning, pensions, and investment advice. She previously worked at M&G Wealth Advice under a restricted advice model and is now set to offer fully independent advice as part of the growing Phil Anderson team.
Her appointment brings the company’s total headcount to 18, with plans to reach 20 by mid-year in response to rising demand for independent financial guidance.
Managing director Phil Anderson said: “We’re thrilled to welcome Margaret on board. Her expertise and client-centred approach align perfectly with our values. Having a skilled adviser based in the Edinburgh area will be instrumental as we grow our presence in the central belt.”
The firm, which already operates across the north and northeast of Scotland, has built a strong reputation for accessible, straightforward financial advice. The move into Edinburgh marks a significant milestone in its continued development.
“We’re focused on growing the business in a sustainable way,” added Mr Anderson. “That means continuing to recruit high-quality professionals like Margaret who share our commitment to outstanding client service.”
