Shorts - Chartered Financial Planners

Jamie from Matlock

Jamie from Matlock
Our trusted family adviser since 1969Jamie from Matlock, Derbsyhire

Client Review

Shorts have been advising our family since 1969, providing personal and corporate advice.  Throughout this period, they have been a valued member of our wider management team, offering well considered strategic advice as well as helping us with accounting and taxation matters.

Simon Hollin is the partner who looks after our pension, protection and investment requirements.  We have always been extremely satisfied with the advice we have received and the level of service provided.

Shorts Services

  • Pension planning
  • Keyman insurance
  • Relevant life policies
  • Wills advice
  • Group personal pension scheme
  • Auto enrolment