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.

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198 Ashley Road
Hale
Altrincham WA15 9SN

Work: 0161 929 8838

News & Views

July 20, 2026

How can a family investment company help you securely plan wealth over generations?

Family investment companies can be attractive options for affluent families seeking to pass on tax-efficient wealth. Learn the pros and cons of setting one up here.
Read more