Rhys Chaloner
HCI Chartered Financial Planners
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8941
Based in Oswestry
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2024
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Rhys is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rhys's status
Last checked: 12 April 2025
Rhys is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rhys's status
51
Recent Client Reviews
Rhys has received 51 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rhys has received 51 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 03 January 2025
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
Rhys has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Rhys has not yet added their fees to their profile
Fees not yet added
Rhys has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rhys (based on 9 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 9 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Rhys is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rhys's status
Last checked: 12 April 2025
Rhys is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rhys's status
51
Recent Client Reviews
Rhys has received 51 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rhys has received 51 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 03 January 2025
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
Rhys has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Rhys has not yet added their fees to their profile
Fees not yet added
Rhys has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rhys (based on 9 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 9 first impressions)
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.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Rhys's clients
Based on responses provided by clients who have reviewed this adviser
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