Richard Hosley Ba(Hons) Financial Services Dip.Pfs
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Richard Hosley Ba(Hons) Financial Services Dip.Pfs Email & Phone Number

Trainer and Coach and Mentor and Compliance and Risk Manager at Horizons Financial Services
Location: Ossett, England, United Kingdom 4 work roles 9 schools
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Current company
Role
Trainer and Coach and Mentor and Compliance and Risk Manager
Location
Ossett, England, United Kingdom

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Richard Hosley Ba(Hons) Financial Services Dip.Pfs is listed as Trainer and Coach and Mentor and Compliance and Risk Manager at Horizons Financial Services, based in Ossett, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Richard Hosley Ba(Hons) Financial Services Dip.Pfs.

Richard Hosley Ba(Hons) Financial Services Dip.Pfs previously worked as Specialist Mortgage, Financial & Wealth Management Adviser at Wesleyan and Mortgage Specialist/ Independent Financial Adviser at Horizons Fls. Richard Hosley Ba(Hons) Financial Services Dip.Pfs holds Level 3 Certificate In Equity Release, Equity Release from Chartered Insurance Institute.

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Horizons Financial Services

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About Richard Hosley Ba(Hons) Financial Services Dip.Pfs

My views are my own and not of my employer. As a Specialist Financial Adviser I have over 27 years experience in financial planning with over 3 years focussed mainly on advising on the needs of General Practitioners and High Net Worth individuals. This is from their early career right through to, and beyond retirement.I have proven and recommended expertise in providing tailored financial advice in many areas including:-*The NHS Pension Scheme, and Early Retirement strategies for Professionals, Company Directors and Medics*Pension Taxation- including Lifetime and Annual allowance analysis*Estate and Inheritance Tax Planning and Solutions*Private Pensions, Savings & Investments*All Protection Needs- including Life, Critical Illness, Income Protection and Estate Protection*Independent Mortgage Advice- including Residential, Buy to Let, Commercial and Equity Release*Private Banking solutions*Residential and Commercial Conveyancing Solutions*Commercial and Personal General Insurance Solutions, including Partnership Protection and Locum Insurance Protection for Partnerships*Commercial Accounting Solutions*Wills, Estate Planning, Power of Attorney, Trusts & ProbateIf you’re a Medical Professional, I have a comprehensive understanding of the NHS Pension scheme, the McCloud Judgement, NHS salary structure and benefits for Salaried and Self Employed GP's.Whatever stage you are at in your career as a Professional/Medic/ GP, or into retirement, including buying into a Partnership or your exit from the Partnership, I am able to help you plan your finances.For more information or if you wish to arrange a no obligation financial review please reach out to me.

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Horizons Financial Services
Horizons Financial Services
Trainer and Coach and Mentor and Compliance and Risk Manager
Ossett, GB
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4 roles

Richard Hosley Ba(Hons) Financial Services Dip.Pfs work experience

A career timeline built from the work history available for this profile.

Trainer And Coach And Mentor And Compliance And Risk Manager

Horizons Financial Services

Ossett, GB

Specialist Mortgage, Financial & Wealth Management Adviser

Current

Birmingham, England, United Kingdom

Feb 2020 - Present

Mortgage Specialist/ Independent Financial Adviser

Horizons Fls
Aug 2008 - Feb 2020

Ifa/ Financial Services Manager/ Mortgage & Protection Consultant

Mcmillan Tweedley

Wakefield

May 2000 - Aug 2008
9 education records

Richard Hosley Ba(Hons) Financial Services Dip.Pfs education

Ce.Rgi, Regulated General Insurance

Cartered Institute Of Bankers

Ce. Map- Certificate Of Mortgage Advice And Practice, Mortgage Advice

Institute Of Financial Services

Education record

Batley Grammar

Dip.Pfs- Level 4 Diploma, Financial Advice

The Personal Finance Society
FAQ

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What company does Richard Hosley Ba(Hons) Financial Services Dip.Pfs work for?

Richard Hosley Ba(Hons) Financial Services Dip.Pfs works for Horizons Financial Services.

What is Richard Hosley Ba(Hons) Financial Services Dip.Pfs's role at Horizons Financial Services?

Richard Hosley Ba(Hons) Financial Services Dip.Pfs is listed as Trainer and Coach and Mentor and Compliance and Risk Manager at Horizons Financial Services.

Where is Richard Hosley Ba(Hons) Financial Services Dip.Pfs based?

Richard Hosley Ba(Hons) Financial Services Dip.Pfs is based in Ossett, England, United Kingdom while working with Horizons Financial Services.

What companies has Richard Hosley Ba(Hons) Financial Services Dip.Pfs worked for?

Richard Hosley Ba(Hons) Financial Services Dip.Pfs has worked for Horizons Financial Services, Wesleyan, Horizons Fls, and Mcmillan Tweedley.

How can I contact Richard Hosley Ba(Hons) Financial Services Dip.Pfs?

You can use AeroLeads to view verified contact signals for Richard Hosley Ba(Hons) Financial Services Dip.Pfs at Horizons Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Richard Hosley Ba(Hons) Financial Services Dip.Pfs attend?

Richard Hosley Ba(Hons) Financial Services Dip.Pfs holds Level 3 Certificate In Equity Release, Equity Release from Chartered Insurance Institute.

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