Phil Lancaster

Phil has worked in financial services for over 30 years first with a large insurance company, and later with a discretionary investment manager before completing the required exams and moving into independent financial advice.

When Phil joined Wren Sterling he supported the Connect team as a Paraplanner, before completing his exams and joined this team – a group of Independent Financial Advisers ensuring that our clients can benefit from the experience of the whole team from the comfort of their own homes.