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.
24 Victoria Road
Hale
Altrincham WA15 9AD
Work: 0161 929 8838
News & Views
June 13, 2025
A guide to estate planning for vulnerable family members (part 1)
Estate planning for vulnerable family members could present some unique challenges. Our 2-part guide will help you ensure that your loved ones are cared for.
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