Shorts – Chartered Financial Planners

Initial consultation free
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.

We can advise you on

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR Ryan Qualters APFS, Chartered Financial Planner
Financial Adviser
MR Robert Sully APFS, Chartered Financial Planner
Senior Adviser and Chartered Financial Planner
MR Chris Chambers CTA, APFS, Chartered Financial Planner
Partner and Chartered Financial Planner
MR Simon Hollin APFS, Chartered Financial Planner
Partner and Chartered Financial Planner

What our clients say

Martin and Melanie
We have trusted Shorts for many years to look after our affairs, so when we decided to purchase new business premises through our pension scheme, we had no hesitation contacting them for...
Mike and Jane
We have been receiving advice regarding pensions from Simon Hollin for the last few years. We have found his input and recommendations to be professional, impartial and invaluable especially with...
Shorts have been advising our family since 1969, providing personal and corporate advice. Throughout this period, they have been a valued member of our wider management team, offering well...

Legal information

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