Phil Lane

Paraplanner

Email Phil Lane

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.

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24 Victoria Road
Hale
Altrincham WA15 9AD

Work: 0161 929 8838

News & Views

March 17, 2025

Trump tariffs: What they mean for global markets and your financial plan

Are you concerned about how Trump’s tariffs could influence your investments? Here’s how your financial plan might be affected and why worrying isn’t the answer.
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