creating financial plans to help achieve your goals in record time…

Competition time!

win £200 in vouchers from sportsshoes.com*

T&Cs (trainers & cross-training or terms & conditions): one entry per person, must be over 18 to enter, winner will be selected at random after race day on 21 May and notified by email. By submitting this form you are opting in to marketing from us.

What we do...

Everyone’s goals are unique to them.

Whether it’s planning for your family’s’ future financial needs, providing financial security or flexibility, or complex tax planning, we create financial plans tailored to your priorities. Importantly, we keep in regular contact, providing ongoing advice because plans change.

OUR OFFER...

A free no obligation 30 minute call with Phil Lancaster

Phil’s a chartered financial planner and would love to help!

BOOK A FREE CALL
“I run with Phil in B Group. He’s always banging on about finance this and finance that. In the end I gave up and took financial advice which has actually worked out well. My aim now is to run with A Group just to get some peace and enjoy running again.” - JH
“Phil’s a terrible person to run with. We entered a half marathon on the premise of running together and enjoying it. Within a few miles he was checking his splits and forced the pace the whole way round. Zero chat. Thankfully, he’s much nicer and a better person when giving financial advice, so yeah use him for that, but don’t run with him.” - RE
“How are more trainers a “good investment”? I don’t get it” Anonymous (Phil’s wife)
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The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.