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Shorts - Chartered Financial Planners

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Chesterfield, United Kingdom

shortswealth.co.uk
Financial planner

Shorts - Chartered Financial Planners Reviews | Rating 5 out of 5 stars (5 reviews)

Shorts - Chartered Financial Planners is located in Chesterfield, United Kingdom on 2 Ashgate Rd. Shorts - Chartered Financial Planners is rated 5 out of 5 in the category financial planner in United Kingdom.

Address

2 Ashgate Rd

Phone

+44 1246559955

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

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Linda Walker

We’ve recently started using Shorts for Pension and Retirement planning and have been very impressed. The service has been very professional with our own point of contact and tailored to our individual needs. Everything has been explained fully and we would have never navigated through such a minefield on our own. We would not hesitate to recommend them to anyone.

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Philip Gilbert

I have used Shorts Accountants since 1965 in my business and continue to use them as Financial Advisers since my retirement. They have always been excellent throughout this time and despite changes in staff over the years their quality remained consistent. We had an issue with the Inland Revenue, which I disputed vigorously, but HMRC continued to claim I was in breach of the rules. It was only with the expertise of a member of Shorts staff at a meeting with HMRC that they finally admitted that I was conducting my business correctly. I received a letter from the Inland Revenue admitting they were wrong, which I have kept in a safe ever since. Shorts knowledge of case law and precedent saved me thousands of pounds in that instance. I have recommended them to family, friends and colleagues, both as Accountants and Chartered Financial Planners. Whilst the last 12 years have been a volatile period for investing the returns on my investments remain very satisfactory and my capital has been protected. I would recommend them without hesitation to anyone requiring financial advice. Philip Gilbert

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heather ditch

Shorts have been great, especially given that I'm no natural when it comes to making sense of money, so it's been invaluable to have them make it understandable to me. It really helps that they've been consistent in keeping in touch too, and because I'm working with the same advisor I always know who to speak to with any questions. The face to face aspect especially has been really welcome and helps keep it all undaunting. I would recommend without hesitation.

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Rob Veerman

I have received a first class service from Shorts over the past three years. My advisor is very approachable and very quick to respond to my questions in a professional and competent manner. I can highly recommend Shorts for independent financial advice.

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Beverley Watmore

For many years Shorts have assisted us in all elements of our Business and Personal Finance including Wages & Salaries, Year End Accounts, Research & Development, Self Assessment, Pensions, Statutory Books & Future Planning. Their team are always knowledgeable, friendly and make financial matters easy to deal with.

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