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

May 18, 2022

The unmissable tax allowances and reliefs you can use in the 2022/23 tax year

As the cost of living crisis continues, making the most of your tax-efficient allowances is vital. Learn about the unmissable… Read more