Rhys Chaloner DipPFS Cert CII (MP)

Rhys has been a member of the Cambrian Team since 2017 and has achieved the certificate in Mortgage Advice.

Rhys deals with the mortgage and protection needs of his clients and is currently working towards the Diploma in Financial Planning.

Outside of work Rhys is a supporter of Manchester United and enjoys attending music concerts.

Rhys is also an avid reader and particularly enjoys Modern Classics.

Rhys lives in Chester with his wife, Laura.


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

Certificate Qualifications

  •  CF6 – Mortgage advice


Contact Rhys

Direct Line: 01244 526176

Mobile: 07872945198

Email: Rhys.Chaloner@cambifa.co.uk