Run your finances with confidence

Like with running, everyone’s goals are different. Good financial advice means understanding your personal and financial goals, and creating a plan to solve your protection planning, investment planning, and tax planning needs.

Your finances should be working as hard as you and we have two offers you can’t refuse.

Firstly, a chance to win voucher worth £200 to spend at Sportshoes.com.

Secondly, a free 30-minute call with Phil to go through any element of your finances or, to start from scratch, and create a plan that helps you get your finances to the finish line in record time. Have you considered:

✔ The funds your investments and pensions are in, and whether they’re optimal for growth and to navigate these uncertain times
✔ If you’re making use of all tax planning tools, enabling you to retain more of your hard-earned money and potential benefits
✔ Peace of mind that you and your loved ones are protected

Hi, I’m Phil, a chartered financial planner

A financial review helps you:

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

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.

OUR OFFER...

A free no obligation 30 minute call with Phil Lancaster

Enter the 2026 Financial Review Competition

One entrant will win a £200 Sportshoes.com voucher*

To enter, simply complete the short form below.

As part of your entry, you can also book a free 30-minute Financial Clarity Call with Phil to discuss your finances in more detail.

First Name

Last Name

Phone No

What’s your biggest financial concern right now?

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.

Want clarity now?

Most people who enter the competition choose to book a short Financial Clarity Call while the topic is fresh in their mind.

This relaxed 30-minute conversation gives you the opportunity to:

Ask questions about your finances

Review your current plans

Identify potential opportunities

There’s no obligation and no preparation required.

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)

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.