Phil Lane
Chartered Financial Planner
Phil has been in financial services since 2006 and with Kellands since 2019. Phil obtained Chartered status in 2026 and currently works with other advisers as a paraplanner, and as an adviser in his own right helping existing and new clients with all areas of advice.
Outside of work, Phil plays football, has a young daughter to entertain and spends time with friends.
198 Ashley Road
Hale
Altrincham WA15 9SN
Work: 0161 929 8838
News & Views
July 10, 2026
New Inheritance Tax and Pension Rules: What You Need to Know Before 2027
Download our free guide to understand the new Inheritance Tax and pension rules from April 2027, how they could affect your estate and what steps you may wish to consider.
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