Phil Lane
Paraplanner
Phil has over 17 years’ financial service experience and was awarded his Diploma in Regulated Financial Planning in 2019. Working as a Paraplanner, Phil works with Advisers to deliver financial planning for clients. He is currently working towards chartered status.
When he’s not in the office, Phil is a keen music fan and footballer.
198 Ashley Road
Hale
Altrincham WA15 9SN
Work: 0161 929 8838
News & Views
October 7, 2025
How to spot pension fraud before it’s too late
Action Fraud says UK pension savers were defrauded of nearly £18 million in 2023 alone – and it may not happen how you think. Learn about pension fraud here.
Read more