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York, UK

Media Pack / Portfolio

Chloe Phillips

Certified Financial Planner & Financial Coach
The Money Makeover
Chloe Phillips is a Chartered & Certified Financial Planner turned financial educator, with almost 20 years’ experience working across the financial planning profession.

Media Coverage

Saga

50 Ways to Save Money in 2026 | Saga Money

Make your money go further in 2026 with expert advice on pensions, bills and budgeting. Explore 50 easy ways to save now.

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FT Adviser

Does it pay to be certified?

Are certified financial planners happier and do they earn more? The CFP Board certainly thinks so.

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MoneyWeek

What is the 60% tax trap?

If you’re a high earner - or about to become one - you may fall into the 60% tax trap. But what is it and how can you avoid it?

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MoneyWeek

State pension fund ‘to run dry’ in 20 years ‒ will you get one?

Spending on state benefits, including the state pension, are set to escalate in the years ahead. Will you still get a state pension?

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Express.co.uk

Brits urged to ‘sign up now’ to scheme or miss out on saving £2k a year

Many Brits don’t realise they are eligible for support that could save them thousands every year.

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