Phoebe
Lane

An apprenticeship in financial planning
Phoebe's story so far...

Phoebe Lane wasn't sure what came after A levels. In 2019, she took two part time jobs, one in retail and one helping with mortgage administration at Bespoke Advice. The second introduced her to financial planning, and she began to see a career she wanted to pursue.

An apprenticeship followed in 2020. Phoebe qualified as a financial planner in 2022, completed her apprenticeship with distinction and won the CII Apprentice of the Year award in 2023. In May 2025, she became a chartered financial planner at 23.

Her experience now stretches from administration and paraplanning to managing her own relationships with more than 110 households. She has helped onboard three client books, including taking on clients from retiring advisers, and built connections with young solicitors and accountants. Working across those different stages has given her experience to share with apprentices and newer advisers.

Phoebe remembers what it felt like to be uncertain, and wants colleagues to have someone patient to turn to as they learn. She has contributed to the firm's development programme and adviser roadmap, alongside its B Corp and charity activity. Having passed a climate risk exam, she is now working towards fellowship. She also wants to be visible to school leavers and women considering financial planning, showing them one route from an uncertain start to a career in advice.