CAMBRIAN ASSOCIATES - Key Persons
David joined Cambrian in January 2018 bringing with him a wealth of knowledge and experience having started his career in financial services in 1986. David holds the Diploma in Financial Planning and has a broad knowledge of all areas of financial planning, specialising in pensions, investments and protection and with excellent attention to detail.
David grew up on the Wirral and now lives in Penyffordd, with his partner Penny. In his spare time he loves to get out walking in the Lake District and North Wales. His other passion is cars - especially sports cars and classic cars - and he is also a big fan of Harley Davidsons.
Warning - we are aware that somebody is impersonating Jack by using his FCA number. If you have been contacted out of the blue by somebody claiming to be Jack Taylor, selling unregulated investments such as wine, carbon credits, property compensation schemes etc. please contact our reception on 01244 539595
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.
Jason is Cambrian's investments and pensions specialist, having joined the company after 14 years at Standard Life.
A member of the Cambrian team since 2007, Jason brings his clients the benefit of over 25 years of experience as well as and a multitude of qualifications in financial services.
In his spare time, Jason loves to get out on the golf course and keeps fit by playing cricket.
John joined the Cambrian team in 2009 as Paraplanner to Roger Taylor and then Jack Taylor from 2011 following Roger's accident.
John has worked in the financial services industry for over 15 years, including advising at Principality BS and Moneysupermarket.com before joining the Cambrian team.
Job Titles:
- Trainee Mortgage Advisers
Michael joined Cambrian Associates in April 2017, having started his career in the IFA business in 1999 working in both Paraplanning and advising.
He has achieved the Diploma in Financial Planning and is currently working towards Chartered Status.
Michael has successfully summited the tallest free-standing mountain in the world standing at 5,895 metres or 19,340 feet, Mount Kilimanjaro in September 2016 and then trekked to Everest Base Camp (5,380 metres 17,600 feet) in the July 2017, a much longer route than normal treks, it's a long story that he will more than happily talk about.
He enjoys attending an outdoor boot camp throughout the year no matter the weather, as well as taking part in 10k runs both on and off road and walking around the mountains and hills of the UK.
Qualifications
Advanced Diploma
Job Titles:
- Member of the Mortgage Team
- News
Oliver joined the Cambrian team in 2018 as a trainee financial planner, since then he has become fully diploma qualified and is currently working towards Chartered Status.
Oliver went to university in Leeds and since graduating in 2015 has worked in hospitality management and the Ministry of Defence.
In his spare time he plays Rugby for Chester and follows Ulster rufc.
Job Titles:
- Member of the Cambrian Team
Rhys has been a member of the Cambrian Team since 2017 and has achieved the Diploma in Regulated 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.
Job Titles:
- Managing Director, Founded the Company ( As Cambrian Investments ) in December 1973
Roger Taylor was fortunate enough to be an Undergraduate in London in the 1960s. After teaching English and History for four years, he entered the financial services industry in 1971 and founded Cambrian in December 1973 (as Cambrian Investments).
Roger and Norma care passionately about Cambrian, the staff, the clients and the future of the business and they are committed to ensuring the business continues in safe hands.
Cambrian is a family business - Roger and Norma's son, Jack, is an adviser and director at Cambrian and their daughter Sally is also a director in the firm.
Job Titles:
- Member of the Mortgage Team
Stephen joined Cambrian Associates in August 1996. He is qualified to advise in all areas of Financial Planning which enables him to help clients to achieve their goals.
He specialises in pensions and investments.
Stephen lives with his wife, Lyn and enjoys sport, both as a participant and as a spectator and is a season ticket holder at Wolverhampton Wanderers as well as being an enthusiastic supporter of the local rugby club.
From July 2012, Stephen became MD of his own company, Stephen Hopkins Independent Financial Advisers Ltd.
As such, he is still an appointed representative of Cambrian and is situated at the Hawarden offices.
Jack has achieved the Advanced Diploma in Financial Planning and the title of Chartered Financial Planner.
Jason has a personal commitment to improving his credentials and has achieved Chartered Financial Planner status and has also become a Fellow of the Personal Finance Society - the highest qualification level awarded.
Job Titles:
- Chartered Financial Planner
Walter joined Cambrian in April 2017 having been a Financial Planner for over 17 years.
Walter became a Chartered Financial Planner in May 2012 and enjoys working with all types of clients to help them achieve their long term financial objectives.
Walter has achieved Chartered Financial Planner status and holds the following qualifications:-