Rhys Chaloner

Rhys Chaloner

HCI Chartered Financial Planners

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8942
Based in Dolgellau
View location
Top Rated 2026
Verified since: December, 2024
4.7 out of 5

171 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 12 October 2026

    Rhys is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rhys's status

  • 64

    Recent Client Reviews

    Verified reviews: 100%

    Rhys has received 64 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 29 July 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Rhys has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Rhys has not yet added their fees to their profile

  • 17

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Rhys

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rhys (based on 17 first impressions)

About

Rhys is a Financial Planner at HCI 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 supports Wales for both football and rugby. Rhys lives with his Wife, Laura and their dog, Jagger.