About Shorts – Chartered Financial Planners

Est in 1890, we are Chartered Financial Planners providing independent, financial advice to individuals, businesses, and trustees. Helping them create, manage and preserve their wealth.Best Private Client Tax Practice - Tolley's Taxation Awards 2020.
Shorts are Chartered Financial Planners, one of only a handful of firms in the region to have been awarded this “best in class” status. Achieving Chartered status confirms the most rigorous criteria relating to professional qualifications and ethical good practice has been satisfied.Financial advisers seem to appear and disappear on our High Streets with alarming regularity. In contrast, Shorts has been providing financial advice for almost 130 years. This enviable heritage provides assurance to our clients that we are committed for the long term and will see their plans through to fruition.Over recent years there have been many changes to legislation within the profession. Despite many advisers choosing to move away from their independent status, we have taken the decision to remain Independent Financial Advisers as we believe this delivers the very best impartial advice.As Independent Financial Advisers, our range of services includes investments, pensions, will and estate planning and business protection. All of our advisers are Chartered individuals in their own right and they are supported by a dedicated and experienced team of highly qualified staff.
Pensions & retirement: