Experience You Can Trust

Meet Our Team

Chris Ault
Adviser

Chris Ault

Adviser

Chris has worked in the constantly changing financial services industry for forty years.

 

He is proud of the strong relationships he has built up with clients and enjoys helping them to make the correct choices with their hard earned monies.

 

Outside of work, Chris likes to travel to new places and loves history.

 

He has completed half the Lake District Wainwright walks and is passionate about football.

Chris' Professional
Qualifications & Accreditations

Diploma Qualifications
JO5 – Pension Income Options
JO6 – Investment principles
SV1 – Savings and Investments

Certificate Qualifications
CF1 – UK Financial Services, Regulations, and Ethics
CF2 – Investment and Risk
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 – Integrated financial planning
CF9 – Pensions Simplification

FP1 – Financial services and their regulation
FP2 – Protection, savings and investment products
FP3 – Identifying and satisfying client needs

Contact Information
Direct Line – 01244 539 595
Tel – 07930884088
Email – chris.ault@hcifs.co.uk

Jack Is Supported By
A Great Team...

I have worked in financial services for 12 years now. In my spare time I enjoy running, go to the gym and spending time with friends. I am happily married, a mother to Elliott and have a boxer dog called Freddie.  I am working to continually develop my skills through work-based experience.

Qualifications:

I hold the diploma in financial planning from the Chartered Insurance Institute through the following exams:

Diploma Qualifications
RO1 – Financial services, regulation & ethics
R02 – Investment Principles and Risk
RO3 – Personal taxation
R04 – Pensions and Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice

Contact Information
Tel – 01244 526347
Email – anne.fitzpatrick@hcifs.co.uk

I have worked in the Financial Sector for a decade within various roles.  I live in Wrexham with my Husband Jon and cat Meg. I love to travel, read and cook. This year I have started to teach myself Spanish and am also currently studying towards a certificate in Equity Release.

Qualifications:
I hold the diploma in financial planning from the Chartered Insurance Institute through the following exams:

Diploma Qualifications
RO1 – Financial services, regulation & ethics
R02 – Investment Principles and Risk
RO3 – Personal taxation
R04 – Pensions and Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice

Other Qualifications:
BSc Business & Management
Level 3 Certificate in Mortgage Advice
ICA International Advanced Certificate in Anti-Money Laundering

Contact Information
Tel – 01244 526329
Email – jessica.billington@hcifs.co.uk

I have worked in financial services in various roles since 2014. I live with my partner Steve, 2 kids, 5 dogs and a horse. I am working to continually develop my skills through work-based experience.

Qualifications:
I hold the diploma in financial planning from the Chartered Insurance Institute through the following exams:

Diploma Qualifications
RO1 – Financial services, regulation & ethics
R02 – Investment Principles and Risk
RO3 – Personal taxation
R04 – Pensions and Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice

Other Qualifications:
HND & BA(Hons) Business Management & Equine Studies
Level 3 Certificate in Mortgage Advice

Contact Information
Tel – 01244 526327
Email – annette.jones@hcifs.co.uk

I started working for financial advisers in 2018 after doing an apprenticeship with an accountancy firm. I live in Hawarden and in my spare time, you’ll find me in the gym, running or kick boxing. I love to travel and spend a lot of time with my friends and family.  It’s my aim to be a diploma qualified financial planner by the end of next year.

Qualifications:
AAT Certificate in Bookkeeping
AAT Certificate in Accounting

Contact Information
Tel – 01244 732653
Email – megan.williams@hcifs.co.uk

I have been working in financial services since 2008. Outside of work I enjoy spending time with my husband James, being outdoors, cooking and helping at my parent’s farm. I am working to continually develop my skills through work-based experience.

I hold the diploma in financial planning from the Chartered Insurance Institute through the following exams:

Diploma Qualifications
R01 – Financial services, regulation & ethics
R02 – Investment Principles and Risk
R03 – Personal taxation
R04 – Pensions and Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice

Contact Information
Tel – 01244 526344
Email – ella.walkowski@hcifs.co.uk

I have worked in financial services since 2012 having started my career on the Isle of Man. I am married and a mother to Ffion. I enjoy days out with my family. I am working towards becoming a Fellow of the Professional Finance Society.

Qualifications:

Advanced Diploma in Financial Planning
Diploma in Regulated Financial Planning
Certificate in Equity Release
Certificate in Advanced Mortgage Advice
Award in Pensions Update
Certificate in Mortgage Advice
Certificate in Life & Pensions
Award in Long Term Care Insurance

Contact Information
Tel – 01244 539595
Email – zoe.lloyd@hcifs.co.uk