Kayleigh takes on mortgage adviser role with independent financial firm
Former Wick High School pupil Kayleigh Ross has been appointed as a Caithness-based mortgage adviser with an award-winning independent financial advisory firm following the completion of her professional exams.
She is taking up her a role within the growing Wick office of Phil Anderson Financial Services, having recently passed exams in Mortgage Advice and Financial Services as well as Regulations and Ethics. She is combining her full-time job with studying for a qualification in Financial Protection.
“I am delighted to be part of Phil Anderson Financial Services and have received a very warm welcome," Kayleigh said. "I am extremely grateful to have been given the opportunity to become a mortgage adviser within Phil’s team, and I hope to further develop my knowledge and experience in the coming months and years.
“I am thoroughly enjoying getting to know our clients, and helping them to save money and purchase their new homes. It’s a real privilege for me, and I look forward to helping more people in Caithness in the years to come.”
The firm has its head office in Ellon, Aberdeenshire.
Founder and managing director Phil Anderson said: “It’s a real pleasure to welcome Kayleigh to the team. She has demonstrated an extremely strong work ethic in passing her exams and combining full-time work with study. She has very quickly established herself as a capable and trusted member of the team who shares our ethos of helping clients to the best of our ability.
“We have been really busy since establishing our Wick branch and that looks set to continue. We have no doubt that Kayleigh will be a great asset in helping us to advise and support our clients in the Caithness area.”
Richard Bain has been supporting Kayleigh in her new role in the Wick office. Having worked in financial services for many years, he was honoured with a lifetime achievement award in the Finance Awards 2020.
Richard began his career with the Prudential as a financial adviser before setting up CRB Investment. Phil Anderson Financial Services took over CRB Investment about nine years ago, with Richard working with the firm as a mortgage and protection adviser since then.
Phil said: “He has helped many people over the years, and he has shown so much dedication to clients in the time I have known him. Now that Kayleigh has joined the Wick team, Richard is focusing on financial protection, which is an area of particular specialism for him.
"I would like to take this opportunity to thank him for all his hard work, and all the support and guidance he has given to Kayleigh as she embarks on her career.”
Kayleigh added: "Richard has been a great support to me since I started with the firm."
The firm reported its busiest January ever for arranging mortgages on behalf of clients, and with the reintroduction of 95 per cent mortgages it believes it is well placed to meet the expected increase in mortgage leads in the coming months.