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Philip Lancaster

At Lancaster Wealth & Investment Management we help individuals and businesses plan for the future to maximise their wealth, achieve their financial goals, and protect against risk.

About

Based in Newcastle, we enjoy building long-term relationships with individual and business clients stretching from London to Inverness.

We have extensive experience in Wealth & Investment Management, providing bespoke advice based on each individual’s needs. We’re committed to providing all clients with an exceptional level of service.

We don’t have a typical client. Many connections have previously considered themselves too busy or didn’t consider their net worth to warrant a financial adviser. We have a good understanding of these concerns and if you would like an informal conversation or meeting, please feel free to contact us.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate Services
SJP’s comprehensive range of Corporate Services helps entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 03/02/2023

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.