Julia Procter

Very quickly we knew that our interests were in good hands.

Julia Procter, Director of Sheaf Motors Ltd

We became Short’ clients when looking for assistance with our Annual Accounts and were introduced to the Private Client team quite early in our working relationship.  They carefully and patiently listened to our requirements and concerns, and we very quickly knew that our interests were in good hands.  We initially thought that the complexity of our family’s affairs would require long-term planning but Shorts’ practical guidance provided us with valuable planning ideas that we were able to implement immediately.  Their recommendations have provided us with a clear strategy to simplify our position and meet our long-term objectives.

Services;

  • Corporate restructuring
  • Inheritance tax planning
  • Various trust matters
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 beginning the process of returning to 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