The Wilmslow office marks another milestone in the firm’s growth journey, following the establishment of its Wetherby, Yorkshire office just over two years ago.

The new office move is spearheaded by Jake Crossley, a financial adviser who joins the firm to offer bespoke financial advice to clients in the area. He brings a wealth of knowledge and expertise to the team, having worked in the financial services sector since 2021.

In addition to holding the Diploma in Regulated Financial Planning, Mr Crossley has earned specialist qualifications in discretionary investment management, equipping him with the skills to offer a comprehensive and forward-thinking service. His philosophy emphasises that financial planning is not just about addressing immediate concerns but creating strategies for a secure and prosperous lifetime.

Phil Anderson, managing director of Phil Anderson Financial Services, said: “We are thrilled to welcome Jake to the team and to establish a presence in Wilmslow.

“Jake’s expertise and dedication to holistic financial planning perfectly align with our mission to provide tailored advice that makes a real difference in our clients’ lives. This new office represents an exciting step in our journey, and we look forward to serving the Cheshire community.”

Mr Crossley added: “I am delighted to join Phil Anderson Financial Services and to play a role in the firm’s expansion into Cheshire. Holistic financial planning is about understanding and addressing the full picture of a client’s life goals, and I am passionate about helping individuals and families achieve their aspirations with confidence.”