Your Life PlansWealth Management

Wealth Management isn't just about numbers; it's about safeguarding your quality of life, securing the future of those closest to you, and unlocking your ideal lifestyle now and in the future.

Life is a journey filled with ambitions and responsibilities, and nobody understands your life better than you.

 

The Shorts team is committed to helping you navigate every aspect of your financial life. We will listen to your story, hopes, and worries and work closely with you to design a personalised Wealth Management plan.

 

The Shorts client journey

How we can help

  • Your Investments
  • Your Retirement
  • Your Estate
  • Your Protection

Your Investments

Our investment solutions help you achieve long-term security and prosperity through a tailored strategy, focusing on maximising returns while managing risks.

Your Retirement

Your Retirement

Our retirement planning packages help you build a secure and prosperous future after work, ensuring you can enjoy your best years with peace of mind and financial confidence.

Your Estate

Your Estate

Our estate planning services help you protect and pass on your wealth according to your wishes, minimising associated taxes and ensuring a lasting legacy, no matter how complex your family picture is.

The Financial Conduct Authority does not regulate Estate Planning.

Your Protection

Your Protection

Our protection services safeguard your financial future in an uncertain world through various carefully selected cover options.

Your Investments

OUR CLIENTS ARE WHAT MAKE US

Testimonials

We are very happy to recommend Shorts Wealth Management and Simon for pensions advice.

Mike and Jane
from Wingerworth, Derbyshire

We very quickly knew that our interests were in good hands.

Julia Procter
Director

Shorts have been advising our family since 1969.

Jamie Dennis
Matlock, Derbyshire

Excellent wealth management bringing security and success.

Frank Berry
Chesterfield

Shorts’ knowledge and expertise quickly identified a suitable solution.

Martin & Melania Southwell
Directors

I look upon Shorts as a ‘safe pair of hands’.

David Bowring
Bowring Transport Ltd.

If you would like to book a consultation with our team of qualified independent financial advisers, get in touch today using the form below.

Get started today

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