Anderson Macphie Financial Services

Anderson MacPhie Financial Services is a Glasgow-based financial advisory firm that offers expert advice on a range of financial products and services. As a qualified financial adviser, our mission is to provide personalized advice and guidance to help individuals and businesses manage their financial affairs and achieve their goals.

Our Services

At Anderson MacPhie Financial Services, we understand that everyone's financial situation is unique, which is why we offer a comprehensive range of services designed to meet the diverse needs of our clients. Our services include:

Investments

Our investment advice aims to help you achieve your financial goals, whether you're looking to grow your wealth, generate income, or a combination of both. We offer guidance on various types of investments, including Unit Trusts, Bonds, ISAs, and Main Street Bank Accounts. Our expertise will help you make informed decisions about your investments and help you achieve your financial aspirations.

Protection

We understand the importance of protecting your loved ones and your financial legacy. Our protection advice covers various aspects of risk management, including life assurance, health insurance, critical illness cover, and unemployment insurance. We'll help you identify your protection needs and recommend suitable products and providers to ensure you're adequately covered.

Pensions

As a primary source of income in retirement, it's crucial to plan effectively for your pension. Our pension advice is tailored to your individual circumstances, whether you're employed, self-employed, or a business owner. We'll help you navigate the complexities of pension planning and ensure you're making the most of your retirement savings.

Mortgages

Our mortgage advice is designed to help you secure the best possible deal on your mortgage. We'll guide you through the process of applying for a mortgage, explaining the different types of mortgages, interest rates, and repayment terms. We'll work with you to create a personalized mortgage plan that meets your financial goals and budget.

Inheritance

Our inheritance tax planning service is designed to help you minimize the impact of inheritance tax on your family and loved ones. We'll provide you with personalized advice on how to reduce the tax liability on your estate, ensuring that your assets are passed on to your heirs with minimal tax liabilities.

At Anderson MacPhie Financial Services, we pride ourselves on our collaborative approach, providing personalized advice that's tailored to your individual circumstances. Whether you're looking to invest, protect your loved ones, plan for retirement, or secure a mortgage, we're here to guide you every step of the way.

About Us

Anderson MacPhie Financial Services is a trading style of Kenneth MacPhie, who is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorized and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register under reference 440703 and 440718.

Authorisation

Anderson MacPhie Financial Services, as a representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, is authorized and regulated by the Financial Conduct Authority (FCA). As a member of the Quilter group, we adhere to the highest standards of professionalism, compliance, and conduct.

Complaints Handling

In the unlikely event that you're not satisfied with our services, we encourage you to raise a complaint with us. If we're unable to resolve the issue to your satisfaction, you may refer your complaint to the Financial Ombudsman Service. For more information, please visit the Quilter Financial Planning website.