Jack Taylor APFS

Jack has been a member of the Cambrian team since 2008 and has achieved Chartered Financial Planner status which is the “Gold Standard” for qualifications in the Financial Industry.

Jack helps clients with all aspects of their long term financial needs, taking pride in making the complex language of the financial world accessible to everybody.

Outside of work, he is an avid supporter of Manchester United, where he has a season ticket. He enjoys competing in Triathlons and recently completed a Half Iron Man in Majorca. He is also a keen skier.

Jack supports a number of wildlife conservation charities, including Monkey World and The Mountain Gorilla Foundation Fund as well as NHS trusts.

He lives in Hawarden with his wife Mira, their son Max and daughter Lily.

Professional Qualifications/ Accreditations

View Jack Taylor's Statement of Professional Standing

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

Click here to view Jack Taylor on the FCA Register.

Jack’s Support Team

Anne Fitzpatrick – Personal Assistant
Direct Line: 01244 526347 or Email: anne.fitzpatrick@cambifa.co.uk

Annette Jones – Personal Assistant
Direct Line: 01244 526327 or Email: annette.jones@cambifa.co.uk

Ella Walkowski – Technical Assistant
Direct Line: 01244 526344 or Email: ella.walkowski@cambifa.co.uk

Alistair Cartwright – Technical Assistant
Direct Line: 01244 526329 or Email: alistair.cartwright@cambifa.co.uk

Laura Doggett – Technical Assistant
Direct Line: 01244 526358 or Email: laura.doggett@cambifa.co.uk