Run your finances with confidence

Everyone’s financial journey is different.

Whether you’re growing your wealth, protecting your family, planning for retirement or simply looking for reassurance that you’re making the right decisions, good financial advice starts with understanding your goals.

My role is to help you make informed financial decisions with confidence, through clear, practical advice tailored to you.

Book a Financial Clarity Call
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Hi, I’m Phil, a chartered financial planner

A financial review helps you:

  • Prioritise what’s truly important
  • Understand your current financial position and where shortfalls exist
  • Create new plans in support of your goals

Often people choose to review their finances when something changes in life, such as:

  • Moving house or undertaking a big renovation project
  • A promotion, increase in salary, or a career change
  • Getting married or starting a family
  • Receiving an inheritance
  • Approaching retirement

Sometimes the review simply provides peace of mind for financial security. Other times it highlights opportunities people were not aware of.
My aim is always to provide clear, practical guidance that helps people make better financial decisions and strengthen their financial position over time.

Stay up to date

Receive occasional emails containing practical financial planning tips, market updates and insights designed to help you make informed financial decisions.

You’ll also be the first to hear about useful guides, events and opportunities to book future Financial Clarity Calls.

By submitting this form, you agree to receive occasional marketing emails from us. You can unsubscribe at any time.

Want clarity now?

If you’d prefer to discuss your situation personally, you can book a complimentary 30-minute Financial Clarity Call.

It’s an informal conversation where you can:

  • Ask questions
  • Discuss your goals
  • Review your existing arrangements
  • Explore whether professional financial advice could benefit you


There’s no obligation and no preparation required.

Book a Financial Clarity Call

Prefer to stay connected?

If you’d like to follow Phil’s insights on financial planning, you can also connect with him on LinkedIn

“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.