Phil McCaffrey

DipFA, CeMAP

I founded Chronicle Financial Planning with a clear purpose: to help clients make confident, informed financial decisions, so they can enjoy today and plan wisely for tomorrow.

From the very first conversation, my focus is on building a trusted relationship grounded in strong values and genuine understanding. Every interaction is centred around what matters most to each client. Whilst individual goals may differ, my philosophy remains the same - to provide financial peace of mind for clients and their families, both now and in the future.

I've always believed that time and money are two of the biggest sources of stress in modern life - and they're rarely independent of each other. How much do we have, and how much do we need? In my experience, open and honest conversations can make all the difference.

Through these conversations, my aim is to help you feel more in control, more confident in your choices and more comfortable knowing your financial plan is built around what truly matters to you and your family. 

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.