Our highly qualified pensions experts advise on all aspects of pension and retirement planning, whet
A vital part of planning for a secure financial future is the creation and ongoing maintenance of th
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We believe that true independent advice is the best advice.
We provide clear and professional pension advice to help you achieve the retirement objectives you deserve.
Our highly qualified pensions experts advise on all aspects of pension and retirement planning, whether it be funding a target income or designing how to best enjoy it when the time comes.
Many people have collected a variety of pensions throughout their working life, often with little understanding of what the plans will provide, whether they are invested sensibly or the level of risk they are taking. Our team will review your arrangements to assess if they are likely to meet your objectives and are appropriately invested, suggesting improvements where appropriate.
Recent years have seen many changes affecting pensions and the way they can be taken. New rules allow great planning opportunities to achieve a guaranteed retirement income, flexible draw-down or the passing on of pension assets to other family members and future generations. However, many pension arrangements cannot benefit from the new flexibilities making it essential for plans to be reviewed. There will be many cases where people simply die in the wrong pension!
The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.
We are very happy to recommend Shorts Wealth Management and Simon for pensions advice. Mike and Janefrom Wingerworth, Derbyshire
We are very happy to recommend Shorts Wealth Management and Simon for pensions advice.
We very quickly knew that our interests were in good hands. Julia ProcterDirector
We very quickly knew that our interests were in good hands.
Shorts have been advising our family since 1969. Jamie Dennisfrom Matlock, Derbyshire
Shorts have been advising our family since 1969.
Shorts’ knowledge and expertise quickly identified a suitable solution. Martin and Melanie SouthwellDirectors
Shorts’ knowledge and expertise quickly identified a suitable solution.
I look upon Shorts as a ‘safe pair of hands’. David BowringBowring Transport Ltd
I look upon Shorts as a ‘safe pair of hands’.
Excellent wealth management bringing security and success. Frank BerryChesterfield
Excellent wealth management bringing security and success.
Simon Hollin
Chris Chambers
Robert Sully
Ryan Qualters
Best Private Client Tax Practice
Tolley's Taxation Awards 2020
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Area of Interest ▾Pension and Retirement PlanningInvestment and Wealth ManagementTax and Estate PlanningProtectionOther
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