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
September 11, 2024
Relying on a home sale to fund your retirement? 6 pros and cons to consider
Are you planning to downsize your home in order to release wealth and pay for your retirement? Read 6 pros and cons of relying on a home sale when you...
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