Patrick McAneney

Managing Director and Independent Financial Adviser

With over 20 years of experience in the financial services sector, I have dedicated my career to providing clear, calm, and personalised financial advice, specialising in retirement and investment planning.

In 2019, I stepped into the role of Managing Director at Caliber Financial Management, building on the strong foundations established by our founders. Today, I am proud to be surrounded by a fantastic team as we navigate the next chapter of the firm’s growth, ensuring our clients continue to receive high-quality independent advice and service

Likes

Family holidays
Rugby
Skiing
Dogs

Dislikes

Poor service levels
Impatient drivers
Egg sandwiches

Important information...

Qualifications FCA Register Profile Statement of Professional Standing

Meet the rest of your team

Gary Lister-Thorn

Director and Independent Financial Adviser

Gemma Gray

Independent Financial Adviser

Mathew Tyler

Independent Financial Adviser

Tom Newland

Independent Financial Adviser

Louie Linton

Trainee Financial Adviser

Alka Patel

Operations Manager

Kirsty Tomlinson

Paraplanner and Client Manager

Anna G

Paraplanner

Debbie Brain

Client Manager

Wendy Pruden

Client Manager

Laura Currell

Client Manager

Helen Campbell

Corporate Client Manager

Jane Yates

Accounts and Administration

Suzey Clowes

Office Administration

News and Insights

Your Easter update
from Caliber Financial Management

5 surprising health benefits
of gardening in retirement

Your pension could be subject to Inheritance
Tax next year. Here’s how to prepare

Your investment
outlook for 2026

The happiest places to live: Where did
the Three Counties fall in the 2025 rankings?

The FSCS limit has risen to
£120,000. Here’s what it means for you

Managing your wealth in 2026: What you
need to know for the new year

Your end-of-year update
from Caliber Financial Management

Your Autumn Budget update, and
what it means for you

5 local Christmas events taking
place in the Three Counties area

Are you still working because you want to
or you need to? Here’s why it matters

What exactly is the “seven-year rule” for
Inheritance Tax, and how does it work?