Experience You Can Trust

Meet Our Team

Rhys Chaloner
DipPFS Cert CII (MP)

Rhys Chaloner


Rhys is a Financial Adviser who has achieved the Diploma in Regulated Financial Planning.

Rhys advises clients of all ages on various different aspects of financial planning. He takes pride in developing lasting relationships with his clients, that sees him guide them through many important financial stages of their life.

Outside of work, Rhys is an avid vinyl collector and lives with his Wife, Laura and their dog, Jagger.

Rhys's Professional
Qualifications & Accreditations

Diploma Qualifications
R01 – Financial Services, Regulation & Ethics
R02 – Investment Principles and Risk
R03 – Personal Taxation
R04 – Pensions and Retirement Planning
R05 – Protection Planning
RO6 – Financial planning practice

RO7 – Advanced Mortgage Advice

Certificate Qualifications
CF6 – Mortgage advice
ER1 – Equity Release

Contact Information

Direct Line – 01244 526176
Tel – 07872945198
Email – rhys.chaloner@hcifs.co.uk

Rhys Is Supported By...

Suzanne has worked in financial services since 2019. She lives with her partner and four children. She is working to continually develop her skills through work-based experience and work towards the diploma in financial planning.

Contact Information
Tel – 01244 732655
Email – suzanne.larkin@hcifs.co.uk