Shorts – Chartered Financial Planners

Independent Financial Adviser Shorts Financial Services, 2 Ashgate Road, Derbyshire, Chesterfield, S40 4AA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
We provide independent, financial advice to individuals, businesses and trustees to help them create, manage and preserve their wealth.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Chris Chambers CTA, APFS, Chartered Financial Planner
Partner and Chartered Financial Planner
Chartered Financial Planner
Simon Hollin APFS, Chartered Financial Planner
Partner and Chartered Financial Planner
Chartered Financial Planner
Robert Sully APFS, Chartered Financial Planner
Senior Adviser and Chartered Financial Planner
Chartered Financial Planner
Ryan Qualters APFS, Chartered Financial Planner
Financial Adviser
Chartered Financial Planner
What our clients say
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 advice. firstly, they undertook a thorough review of our personal and business interests and whilst doing so, identified where our business success was also potentially jeopardising our inheritance tax position. Shorts’ knowledge and expertise quickly identified a suitable solution and provided confidence that similar problems with not now reoccur.
Martin and Melanie, Chesterfield
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 considered strategic advice as well as helping us with accounting and taxation matters. Simon Hollin is the partner who looks after our pension, protection and investment requirements. We have always been extremely satisfied with the advice we have received and the level of service provided.
Jamie, Matlock
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 the recently introduced regulations, which without proper advice could be a costly mistake. We are therefore very happy to recommend Shorts Financial Services and Simon for pensions advice.
Mike and Jane, Wingerworth
Where to find us

Shorts Financial Services, 2 Ashgate Road, Derbyshire, Chesterfield, S40 4AA

Make an enquiry
About us

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.

Our services

We have a flexible approach to the way we work, providing a bespoke solution with a transparency of fees; giving our clients the confidence and reassurance that advice is truly unbiased.

Shorts have origins in Chesterfield dating back to 1890, and have been providing advice (as opposed to selling products) ever since. With such enviable heritage you can be confident that we can deliver the continuity required to see your plans to their conclusions.

We are also proud to hold Chartered status in recognition of the team's professional qualifications and ethical good practice.

Advice methods
  • phoneButton
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    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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