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.

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Bethany Bates

Research Assistant

Dean Jones

Research Assistant

Gurpreet Kaur

Research Assistant

Lauren Crampton

Financial Services 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 period. Our team are now working safely from home but with video, email and telephone communication, we will continue to provide the usual high standards of service to our existing clients – as well as welcoming new enquiries. Clients may contact us through reception, email or mobile phones. 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