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
January 15, 2026
What happens if probate gets delayed? How much Inheritance Tax will my family pay? Your questions, answered
Do you have questions about Inheritance Tax, probate, being named an executor, or contesting a will? Learn what you need to know about these topics – and more – here.
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