Shorts - Chartered Financial Planners

Our Team

The firm is able to draw upon the expertise and resources of other businesses within the Shorts group to provide a fully integrated planning service.

The team at Shorts comprises a unique blend of tax advisers, legally qualified professionals and Independent Financial Advisers, supported by experienced research analysts and administrative assistants.

We invest the time to understand our clients’ circumstances in detail in order to provide individually tailored, modern solutions which meet their wealth management needs with complete assurance that their affairs will be dealt with sensitivity and with complete confidence.

Rebecca Aspinall.2

Rebecca Aspinall

Adviser Support

Email Rebecca Aspinall

DD: 01246 559955DD: 01246 559955

Natalya B&W

Natalia Piddubriwnyj

Research Manager

Email Natalia Piddubriwnyj

DD: 01246 559955DD: 01246 559955

Bethany Ball

Bethany Ball

Research Assistant

Email Bethany Ball

DD: 01246 559955DD: 01246 559955

Gurpreet Kaur

Gurpreet Kaur

Research Assistant

Email Gurpreet Kaur

DD: 01246 559955DD: 01246 559955

Mary.Jackson.2

Mary Jackson

Adviser Support

Email Mary Jackson

DD: 01246 541494DD: 01246 541494

Margaret McPhail.2

Margaret McPhail

Adviser Support

Email Margaret McPhail

DD: 01246 559955DD: 01246 559955

Dean Castledine 215 x 250

Dean Castledine

Private Client Senior Manager

Email Dean Castledine

DD: 01246 559955DD: 01246 559955

Dawn Sharman

Dawn Sharman

Senior Tax Manager

Email Dawn Sharman

DD: 01246 541483DD: 01246 541483

James Williamson 215 x 250

James Williamson

Private Client Manager

Email James Williamson

DD: 01246 559955DD: 01246 559955

David Robinson

David Robinson

Senior Tax Manager

Email David Robinson

DD: 0114 2671617DD: 0114 2671617

David Bowditch 215 x 250

David Bowditch

Senior Tax Manager

Email David Bowditch

DD: 01246 559955DD: 01246 559955

Conner Smith  215 x 250

Connor Smith

Tax Manager

Email Connor Smith

DD: 0114 2671617DD: 0114 2671617

Julie.Dixon.B.W 215 x 250

Julie Dixon

Partners' PA

Email Julie Dixon

DD: 01246 559955DD: 01246 559955

Claire Wiles 215 x 250

Claire Wiles

Senior Administrator

Email Claire Wiles

DD: 01246 559955DD: 01246 559955

Helena.Grady 215 x 250

Helena Grady

Private Client Manager

Email Helena Grady

DD: 01246 559955DD: 01246 559955

Tracy Patrick

Tracy Patrick

Tax Manager

Email Tracy Patrick

DD: 01246 541495DD: 01246 541495

Sue Saxon

Sue Saxon

Tax Manager

Email Sue Saxon

DD: 01246 541486DD: 01246 541486

Steven Strawther

Steven Strawther

Tax Manager

Email Steven Strawther

DD: 01246 559955DD: 01246 559955