Chronicle Financial Planning was founded by Phil McCaffrey, who has worked in the financial services industry for over 15 years. Having supported financial advisers for many years at various stages of their business journey - and continuously developing his own expertise and knowledge in financial planning, he launched his own Practice.

The goal is simple: to help clients make confident, well-informed decisions so they can enjoy today whilst planning wisely for tomorrow. Phil takes the time to understand what matters most to each client, whether their goals are short-term priorities or longer-term ambitions. 

We work with professionals, business owners and families who value clear, practical advice they can trust. Areas of expertise include:

• Retirement and pension planning
• Passing wealth to loved ones
• Family legacy and intergenerational planning
• Life cover and income protection
• Investing for the long term
• Inheritance Tax Planning

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.