Chris is both technically astute and commercially savvy.

  • 60% Chilling with family
  • 10% Golfer
  • 10% Rugby Fan
  • 10% Fan of other sports
  • 10% Cars

ProfessionalExpertise

  • Chartered Tax Adviser
  • Chartered Financial Planner
  • Previous experience with both HMRC and Grant Thornton
  • Over 30 years at Shorts
  • Profound breadth of knowledge across all areas of taxation
  • Successful negotiator

I lead our Private Client Services team, helping clients to protect their assets through effective tax planning and providing objective, tailor-made financial advice to individuals and business clients.

I advise on Inheritance Tax matters involving tax-efficient trust and will structures, and am heavily involved with investment, pensions and protection matters.

Through my qualifications, breadth of knowledge and experience, I bring together a bespoke and fully integrated Private Client solution for my clients; which includes individuals, trustees and business owners.

A particular specialism I have developed over the last 10 years has been assisting business owners to acquire their trading premises through their pension arrangements.

The team you can trust

View our team

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