Highly qualified teamAll pulling in the same direction

You'll have our full attention. Listening is what enables us to provide you with the best advice.

Our people are what make us


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Bethany Bates

Research Assistant

Dean Jones

Research Assistant

Gurpreet Kaur

Research Assistant

Lauren Crampton

Apprentice Administrator

Louise Runagle

Research Assistant

Margaret McPhail

Adviser Support

Mary Jackson

Adviser Support

Natalia Piddubriwnyj

Research Manager

Rebecca Aspinall

Adviser Support

Sarah Whitehead

Research Analyst
COVID-19 - BUSINESS AS USUAL (WELL ALMOST!)The need for good financial advice has not gone away and we have worked hard to ensure that we can continue to provide advice during this challenging period. Indeed, rarely has the need for investment and retirement advice been more important in such turbulent economic circumstances. Whilst we adapted our approach due to the current restrictions, our team members are now back in the office. We continue to provide the usual high standards of service to our existing clients – as well as welcoming new enquiries. If you are looking for financial advice please use the “contact” link on our website or telephone 01246 559955 or email simon@shorts.uk.com