Experience You Can Trust
Meet Our Team
Jason Lloyd-Jones
FPFS - Adviser
Jason Lloyd-Jones
Jason has been working in the Financial Services Industry since1991 advising with Cambrian since 2008. Jason has achieved Chartered Financial Planner status which is the gold standard for qualifications in the financial industry.
Jason works with clients in all areas of financial planning and takes particular pride in helping them to develop retirement plans and provisions through all stages of life. Jason takes pride in developing strong personal relationships, providing clear and concise financial planning that help his clients achieve their goals and objectives.
Outside of work, Jason is a golfer, a Swansea City football fan and follower of the Welsh & British Lions Rugby teams.
Jason and his wife, Donna live in Little Sutton and take annual trips to New Zealand to visit their two daughters.
Jason's Professional
Qualifications & Accreditations
Jason has a personal commitment to improving his credentials status and became a Fellow of the Personal Finance Society in 2014 – the highest qualification level awarded.
Advanced Diploma Qualifications
AF1 – Personal tax and trust planning
AF3 – Pension planning
AF5 – Financial planning process
K10 – Retirement options
K20 – Pension investment options
SV1 – Savings and Investments
G10 – Taxation and Trusts
G20 – Personal investment planning
G30 – Business financial planning
G60 – Pensions
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
Certificate Qualifications
CF1 – UK financial services, regulation & ethics
CF2 – Investments and risk
CF3 – Financial protection
CF4 – Retirement planning
CF6 – Mortgage advice
Financial Planning Certificates 1 & 2
Contact Information
Direct Line – 01244 526340
Tel – 07525 040400
Email – jason.lloyd-jones@hcifs.co.uk
Jason Is Supported By...
Helen has worked in Financial Services for 35 years and has achieved the Diploma qualification. Helen lives in Hawarden with her husband Paul, daughter Bethan and son Morgan. Outside of work she enjoys going to the gym and long walks with the family dog.
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
Certificate Qualifications
CF6 – Mortgage Advice
R07 – Advanced Mortgage Advice
ER1 – Equity Release
Contact Information
Tel – 01244 526340
Email – helen.wright@hcifs.co.uk