Martin and Melanie Southwell

Their knowledge and expertise quickly identified a suitable solution.

Martin and Melanie Southwell, Directors of Direct Track Solutions Limited

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 IHT position.  Shorts’ knowledge and expertise quickly identified a suitable solution and provided confidence that similar problems with not reoccur.

Services:

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