Shorts - Chartered Financial Planners

Direct Track Solutions Ltd

Direct Track Solutions Ltd
Their knowledge and expertise quickly identified a suitable solution.Martin & Melanie Southwell, Directors

Client Review

We have trusted Shorts for many years to look after our affairs, so when we decided to purchase new business premises through our pension scheme, we had no hesitation contacting them for advice.

firstly, they undertook a thorough review of our personal and business interests and whilst doing so, identified where our business success was also potentially jeopardising our inheritance tax position. ¬†Shorts’ knowledge and expertise quickly identified a suitable solution and provided confidence that similar problems with not now reoccur.

Shorts Services

  • Property purchase through pension scheme
  • Share reorganisation
  • Education fees planning
  • Wills and trusts put into place