Phoebe Toone

Phoebe Toone currently serves as a Paraplanner at Lowes Financial Management, providing technical support to advisers in the financial planning process through research and analysis of client needs. Prior to this role, Phoebe worked as an Investment Administrator at Lowes Investment Management, where responsibilities included data management, updating fund information, preparing reports, and ensuring timely departmental activities. Phoebe's earlier experience includes leading a compliance vetting team at Manpower UK, overseeing security checks for candidates, and managing payroll for temporary workers, alongside various roles in data management and consulting within the organization. Phoebe holds a Bachelor of Science degree in Mathematics from Northumbria University.