Chris Hornsby

Chris Hornsby Email and Phone Number

Chartered Accountant. Chartered Wealth Manager. IFA . @
Chris Hornsby's Location
Wirral, England, United Kingdom, United Kingdom
About Chris Hornsby

I am a Chartered Accountant who has worked in Accounting and Financial Services roles as senior level for over 30 years .I am also a Chartered Fellow of the Chartered Institute of Securities and Investments (‘CISI’) and in 2012 was also awarded the title of Chartered Wealth Manager, a mark of recognition afforded by the CISI to senior members of the financial services sector at the pinnacle of their profession. I was also the first to achieve the CISI’s specialist qualification in Pension Transfers & Planning Advice in 2017 and advised a number of clients between 2018 and 2023 on whether to transfer their final salary schemes.I now run my own business and focus my time now on helping individuals and small businesses manage the complexities of all things financial. I also partner with a number of local financial professionals who can provide specialist advice if I think this is appropriate.

Chris Hornsby's Current Company Details
Wirral Financial Limited

Wirral Financial Limited

Chartered Accountant. Chartered Wealth Manager. IFA .
Chris Hornsby Work Experience Details
  • Wirral Financial Limited
    Director
    Wirral Financial Limited Jul 2023 - Present
    Wirral, England, United Kingdom
    Our business supports individuals and small businesses as a first point of contact for all things financial, including tax, accounting, and financial planning.We work in partnership with a number of local professionals who can provide specialist advice if we think it is appropriate to your needs.
  • Clear Cut Financial Planning
    Chartered Wealth Manager & Pensions Adviser
    Clear Cut Financial Planning Oct 2018 - Apr 2023
    Chester, United Kingdom
    Provision of independent professional advice in the field of Pensions & Pension Transfers, Investments & Taxation. Provided helping to those approaching retirement and in retirement achieve their financial goals. Support for families with wealth preservation and inheritance planning. Responsible for the advice, transfer and ongoing relationship supporting over 30 families and £15m. of personal assetsI specialised in providing advice to clients who were considering whether to transfer their final salary pensions to personal schemes. In April 2023 we transferred over our client relationships to the 'next-Gen' of advisers who I am confident will continue to provide high quality advice to a fantastic group of clients.
  • Bny Mellon | Pershing
    Director Product Development, Wealth Management
    Bny Mellon | Pershing Oct 2013 - Sep 2018
    Liverpool
    Development of the business proposition to support Financial Planning firms with in-sourced Investment Management. Ownership of the business plan, prioritising & specifying product enhancements and partnering with the client relationship & business development teams. Product development and vendor management of integrated third party solutions including portfolio management software and other in-house & external front and back office tools.
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  • Pershing, Bny Mellon
    Operations Director
    Pershing, Bny Mellon Jun 2003 - Oct 2013
    Investment Services and Fund Administration . CF29 Significant Management function. Approved person.Servicing over 100 professionally managed financial advisory firms, investment & wealth managers, stockbrokers, employee share benefits providers and institutional brokers.CASSRDRMiFIDAuto re-regElectronic funds tradingPortfolio Management SoftwareService Proposition for IFAs and Wealth ManagersWrapOffshoring OperationsBusiness Process ImprovementTransition ManagementTaxMember of firm's Northern Regional Committee Operational Risk CommitteePricing CommitteeDeputy Chair of the TISA Investment Savings Council
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  • Bny Mellon
    Vice President, Head Of Client Services
    Bny Mellon Jan 2002 - Jun 2003
    Providing outsourced solutions to Private Client Stockbrokers
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  • Tilney Investment Management
    Client Service Director
    Tilney Investment Management Feb 1998 - Jan 2002
    LiverpoolLaunched Self-Select ISAIntroduced flexible and composite client reportingMigrated assets from designated to pooled holdingsIntroduced CGT service
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  • Cb Richard Ellis
    Financial Controller
    Cb Richard Ellis Sep 1994 - Jan 1998
    Liverpool Manchester
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  • Deloitte & Touche
    Corporate Recovery Manager
    Deloitte & Touche Sep 1990 - Sep 1994
    Nottingham
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Frequently Asked Questions about Chris Hornsby

What company does Chris Hornsby work for?

Chris Hornsby works for Wirral Financial Limited

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Chris Hornsby's current role is Chartered Accountant. Chartered Wealth Manager. IFA ..

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