Phil Lane


Phil has over 13 years' financial service experience and is currently working towards his Diploma in Regulated Financial Planning. Working in the Administration team, Phil ensures recommendations from reports are put in place and assists both Clients and Advisers with current contracts across the business.

When he’s not in the office, Phil is a keen music fan and footballer.

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24 Victoria Road
Altrincham WA15 9AD
Work: 0161 929 8838

News & Views

November 2, 2021

November 2021 Investment & Economic Update

Our latest monthly investment update for November 2021 looks at how the global investment markets, economy, and commodities are performing. Read more