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
April 15, 2024
Could you be taxed on your children’s savings?
80% of parents are unaware that they could be taxed on their children’s savings. Here’s how the rules work, and how you could mitigate the chance of a tax bill.
Read more