About Us

Shorts have been providing financial advice in Chesterfield for 130 years. We will tailor the right solution for you, and see your plans through to fruition.

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 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. Most 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 reputation is founded on our core values. We are;

Personal

We focus on building strong open relationships with our clients because we understand that people do business with people they know, like and trust.

Independent

We have chosen to retain our independent status and provide whole of market advice, firmly believing that truly Independent advice delivers the best outcome for our clients. By holding the status of Chartered Financial Planners, we demonstrate that we meet the industry’s rigorous professional ‘gold standard’.

Experienced

Our service is built upon the considerable expertise of our five independent financial advisers, all of whom are focussed on helping our clients successfully manage their financial futures.

Reliable

Trust matters to our clients, so it means everything to us that we offer them the very best advice and service.

Tailored

We understand that every client is an individual with their own unique aspirations. So that’s why we always provide bespoke financial plans and investment portfolios that meet the specific needs and circumstances of every client we work with.