September and October last year proved the firm’s busiest months ever for mortgage leads which has led to turnover reaching £1.1 million in 2020, with the company predicting that will increase by almost a third in 2021.

The independent financial advisors currently have offices across the North-east, with a new office in the pipeline for Caithness, as well as a prospective move to larger premises for their headquarters in Ellon.

The firm’s headcount has also increased to keep pace with the growing demand for their services. Having previously won The Northern Star Business Award in the ‘Staff Matter’ category, managing director Phil Anderson is passionate about supporting, developing and rewarding members of his team.

The longest-standing member of staff, Rebecca Shiel, has been with the company for ten years, and now owns 5% of the business.

The team currently numbers 11 members of staff, 3 of whom took up their positions during the past few months: Kayleigh Ross (Mortgage Adviser in Caithness) started in October, James Irving-Lewis (Protection Specialist) started in November and Cheryl Horne joined as a Financial Adviser just last month. Another financial adviser is due to take up his post later in February.

Phil Anderson said: “We appreciate that the past year has been exceptionally difficult for people, both personally and professionally. However, as a business our ultimate goal is to help our clients to make the changes that will improve their lives, and that’s been more important than ever during this challenging period.

“Whether that means arranging mortgages as people’s lives evolve, advising on how to make the most of your pension, or even opening an ISA to save for a much-needed holiday when restrictions are lifted, we’re in a very privileged position to be able to help people to achieve their goals.

“We feel very grateful that so many people have come to us in the past year from all corners of the North-east and beyond – the expansion of the business in terms of our offices and also our staffing means that we can help even more people going forward.”