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Chris Hornsby is listed as Chartered Accountant. Chartered Wealth Manager. IFA . at Wirral Financial Limited, based in Wirral, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Chris Hornsby.
Chris Hornsby previously worked as Director at Wirral Financial Limited and Chartered Wealth Manager & Pensions Adviser at Clear Cut Financial Planning.
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.
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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.
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.
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.
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
Providing outsourced solutions to Private Client Stockbrokers
LiverpoolLaunched Self-Select ISAIntroduced flexible and composite client reportingMigrated assets from designated to pooled holdingsIntroduced CGT service
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Chris Hornsby works for Wirral Financial Limited.
Chris Hornsby is listed as Chartered Accountant. Chartered Wealth Manager. IFA . at Wirral Financial Limited.
Chris Hornsby is based in Wirral, England, United Kingdom while working with Wirral Financial Limited.
Chris Hornsby has worked for Wirral Financial Limited, Clear Cut Financial Planning, Bny Mellon | Pershing, Pershing, Bny Mellon, and Bny Mellon.
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