Shorts - Chartered Financial Planners 2 Ashgate Road, Chesterfield S40 4AA
About the Business
Welcome to Shorts – Chartered Financial Planners, a leading finance establishment situated at 2 Ashgate Rd, Chesterfield S40 4AA, United Kingdom. Our institution has a rich and distinguished history in providing exceptional financial planning and advisory services to our esteemed clients.
As a Chartered Financial Planning firm, our goal is to help our clients achieve their long-term financial objectives through tailored planning, investment management, and comprehensive financial advice. Our team of experts is well-equipped with the knowledge and experience required to develop solutions that are specifically tailored to meet the unique needs and goals of each individual client.
At Shorts – Chartered Financial Planners, we pride ourselves in providing an exceptional level of service to our clients. We believe in establishing a trusted and long-lasting relationship with our clients, where our team of advisors work closely with them to ensure that we fully understand their financial situation, goals, and aspirations.
Our comprehensive range of services includes investment management, retirement planning, estate planning, tax planning, and business protection, all tailored individually to suit our clients' requirements.
Our point of interest and commitment to our clients is evident in our Chartered Financial Planning status, which is granted to only a small number of firms that meet the rigorous criteria set by the Financial Conduct Authority. Our adherence to these standards ensures that our clients receive the highest quality of advice and service, and are always at the forefront of everything we do.
Whether you require personal or business financial planning, we are here to help. Contact us today at 01246 559955 to discuss how we can assist you in achieving your financial goals. We look forward to hearing from you.
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Location & Phone number
2 Ashgate Rd, Chesterfield S40 4AA, United Kingdom
Hours open
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"We are well into our retirement years, and now have long delayed plans to continue to travel and enjoy, amongst other things, our African Safaris. Ryan Qualters and the superb team at Shorts skilfully manage our affairs and finances, leaving us confidently and securely free to dream and realise our dreams. Bringing Shorts on board is one of the best decisions we have ever made."
"My wife, her family and I have used Shorts Services for accounting purposes for many years and have always been very impressed with the detailed and friendly personal service they have offered us. With that in mind when the time was right for looking further into our Pensions, we met with Ryan Qualters their Chartered Financial Planner whose financial advice, ‘can do’ attitude and exceptional knowledge gave us the confidence to not only understand our Pensions more but to confidently amalgamate them all together under the Shorts umbrella where they are now managed in a professional, transparent and easy to understand way, indeed so impressed have we been with both Ryan and Shorts service in general we have successfully recommended them to a number of close friends. Following on from this we are currently working with Dean Castledine, Private Client Senior Manager in relation to a fairly complex family Trust, where again the transparent advice given to us by him has significant increased our understanding of this complex area enabling us to be confident in making the right long term decisions for our family’s secure future. In summary we would not hesitate to fully recommend the friendly, knowledgeable and efficient Team at Shorts - Outstanding Service!"
"Shorts have helped us manage money aiming towards our retirement. We can contact the office any time and nothing is too much trouble. Shorts gives me a sense of security in knowing that they are doing the right thing for us with our longer term investment. Can highly recommend Ryan Qualters who is our contact. Very good and very personalable."
"We’ve recently started using Shorts for Pension and Retirement planning and have been very impressed. The service has been very professional with our own point of contact and tailored to our individual needs. Everything has been explained fully and we would have never navigated through such a minefield on our own. We would not hesitate to recommend them to anyone."
"I have used Shorts Accountants since 1965 in my business and continue to use them as Financial Advisers since my retirement. They have always been excellent throughout this time and despite changes in staff over the years their quality remained consistent. We had an issue with the Inland Revenue, which I disputed vigorously, but HMRC continued to claim I was in breach of the rules. It was only with the expertise of a member of Shorts staff at a meeting with HMRC that they finally admitted that I was conducting my business correctly. I received a letter from the Inland Revenue admitting they were wrong, which I have kept in a safe ever since. Shorts knowledge of case law and precedent saved me thousands of pounds in that instance. I have recommended them to family, friends and colleagues, both as Accountants and Chartered Financial Planners. Whilst the last 12 years have been a volatile period for investing the returns on my investments remain very satisfactory and my capital has been protected. I would recommend them without hesitation to anyone requiring financial advice. Philip Gilbert"
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