Shorts - Chartered Financial Planners

About Us

Shorts have been providing financial advice in Chesterfield for over 125 years. We will tailor the right solution for you, and see your plans through to fruition.
Simon Hollin
Shorts are Chartered Financial Planners, one of only a handful of firms in the region to have been awarded this “best in class” status. Achieving Chartered status confirms the most rigorous criteria relating to professional qualifications and ethical good practice has been satisfied.

Financial advisers seem to appear and disappear on our High Streets with alarming regularity. In contrast, Shorts has been providing financial advice for over 125 years. This enviable heritage provides assurance to our clients that we are committed for the long term and will see their plans through to fruition.

Over recent years there have been many changes to legislation within the profession. Despite many advisers choosing to move away from their independent status, we have taken the decision to remain Independent Financial Advisers as we believe this delivers the very best impartial advice.

As Independent Financial Advisers, our range of services includes investments, pensions, will and estate planning and business protection. Most of our advisers are Chartered individuals in their own right and they are supported by a dedicated and experienced team of highly qualified staff.

Our Heritage

previous next

1890

Samuel Edward Short gained experience and training in Accountancy working under the guidance of Alderman Higginbottom in Chesterfield. In August 1890, he established his own business trading as Samuel Edward Short & Co trading from premises in Glumangate.

1905 Staff photograph

1998

The firm recognised a need to provide independent financial advice, and in 1998 expanded further to develop Shorts Financial Services with premises on Ashgate Road. Building on its reputation, it soon attained the industry’s gold standard of Chartered Financial Planners (one of a minority of firms in the country to achieve this status)

1988 Ashgate Road.017

2012

In 2012, following many years of planning, building work was completed on the redevelopment of premises on Ashgate Road. All staff moved from the two premises on Fairfield Road into the new development giving visitors easier access and improved parking with the added benefit of bringing all services together under one roof in a bright, comfortable and modern environment.

2012 Ashgate Road

2014

12 years after first opening offices in Sheffield, staff moved from premises on Ecclesall Road into the newly refurbished premises on Napier Street Sheffield

Square

2015

2015 saw the partners at Shorts celebrate 125 years. The Shorts of today may seem very different from the days of founder, Samuel Edward Short who established his business in 1890 trading as Samuel Edward Short & Co in Glumangate, Chesterfield; yet throughout history the firm has maintained its’ core values of honesty and integrity.

125th anniversary