Horbury Financial Services Limited

Independent Financial Adviser  40 Wakefield Road, Pontefract, West Yorkshire, WF7 7AB
First meeting at adviser's own cost
Horbury Financial Services Ltd is a trusted, well established business offering a one stop financial solution to clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Stockbroking services
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Tim Heggett BA (Hons) DipFA MLIBF
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MR Craig Mulhern DipPFS
Independent Financial Adviser
About us

Horbury Financial Services Ltd was originally established over 30 years ago and provides Independent Financial Advice to our clients. The solutions we recommend are thoroughly researched, selected from the whole of the market and tailored to your individual circumstances. Our Advisers are all Independent and diploma qualified to ensure that any advice you receive is professional and bespoke in order to fulfil your financial planning requirements.

We also have an Accountancy Department and a General & Commercial Insurance Department which means we can offer our clients a fully comprehensive "one stop" financial solution.

Our services

Deciding how best to invest your money can be daunting. With so many options available and so many uncertainties, how do you choose what’s right for you?

Our job is to eliminate as much of that uncertainty as possible and to work with you to identify the most appropriate way for you to achieve your financial goals and objectives.

Our Investment Process is designed with that in mind. It creates a framework for us to discuss your needs and expectations, to assess and agree your attitude to risk and then to build and manage an investment portfolio to match.

Where to find us
Head office address: 40 Wakefield Road, Ackworth, Pontefract, WF7 7AB
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021

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