Philip McCaffrey

: 30 Lombard Street, London, City of London, EC3V 9BQ

: FCA Number: 1041026

Philip McCaffrey is a trusted financial planning firm, based in the heart of London City near Lombard Street. Known for its client-focused approach to financial services, it is expertly positioned to provide personalised advice on life and investments, final salary pension transfers, and retirement planning. FCA regulated under number 1041026, Philip McCaffrey offers a high standard of professionalism and reliable expertise across the Greater London area. The firm is renowned for its approachable style, often assisting individuals and families initiating their journey in financial planning. Embark on your financial future with confidence, knowing that your pensions and investments are in the secure hands of Philip McCaffrey.

Their team includes one financial adviser. Check FCA registration here.

Philip McCaffrey are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

List of advisers under Philip McCaffrey:

Philip McCaffrey 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 http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

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