Invested
in your future

for Generations

Best Private Client Practice of the year - Tolley's Taxation Awards 2020. Wealth Management has been in the DNA of our business since 1890. For generations since, we've been that safe pair of hands helping clients to create, manage and preserve their wealth.

Our team of independent financial advisers will work closely with you to unravel the complex and build a complete picture of your personal finances. Our solutions then take everything into account, optimising wealth now and for future generations.

More about us

Our team of independent financial advisers will work closely with you to unravel the complex and build a complete picture of your personal finances. Our solutions then take everything into account, optimising wealth now and for future generations.

More about us

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