Phil Lane

Chartered Financial Planner

Email Phil Lane

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.

< Meet The Team

198 Ashley Road
Hale
Altrincham WA15 9SN

Work: 0161 929 8838

News & Views

May 5, 2026

Should you buy an annuity ahead of the new Inheritance Tax rules?

With unused pensions facing Inheritance Tax from April 2027, many retirees are turning to annuities. Learn the pros, cons and alternatives before you decide.
Read more