Experience You Can Trust
Meet Our Team
Jack Taylor
APFS - Chartered Financial Planner
Jack Taylor
Jack has been advising since 2008 and has achieved Chartered Financial Planner status which is the gold standard for qualifications in the financial industry.
Jack assists clients with all areas of financial planning, and takes particular pride in mapping retirement plans and provisions through all stages of life. Jack takes pride in strong personal relationships, providing clear and concise financial planning and endeavouring to operate on a “consider it done” basis.
Outside of work, Jack is a keen runner and triathlete, and has completed 100-mile ultra-marathons and Iron Man distance triathlons both in the UK and abroad. Jack is also a keen skier.
Jack supports a number of wildlife conservation charities, including Monkeyworld and The Mountain Gorilla Foundation Fund as well as NHS Trusts, and in particular SICOT, the Spinal Injuries Unit based out of Gobowen.
Jack lives in Rossett with his wife, Mira, three children, Max, Lily and Jake, and two dogs, Paco and Tutti.
Jack's Professional
Qualifications & Accreditations
Jack has achieved the Advanced Diploma in Financial Planning and the title of Chartered Financial Planner.
Advanced Diploma Qualifications
AF1 – Personal tax and trust planning
AF3 – Pension planning
AF4 – Investment planning
AF5 – Financial planning process
Diploma Qualifications
JO6 – Investment principles, markets and environment
J10 – Discretionary investment management
RO1 – Financial services, regulation & ethics
RO3 – Personal taxation
Certificate Qualifications
ER1 – Equity Release
CF1 – UK financial services, regulation & ethics
CF2 – Investments and risk
CF3 – Financial protection
CF4 – Retirement planning
CF5 – Integrated financial planning
CF6 – Mortgage advice
CF8 – Long Term Care
Contact Information
Tel – 07734 146547
Email – jack.taylor@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 and 5 dogs. 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 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 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