Investment andWealth Management

Delivering flexible wealth management solutions to suit individual ambitions and provide financial security.

Investment andWealth Management

Innovative investment solutions tailored to individual needs; helping clients to achieve their financial goals.

A vital part of planning for a secure financial future is the creation and ongoing maintenance of the right investment and wealth management strategy. We provide innovative investment solutions tailored to individual needs.

Our Wealth Management service begins with a focused fact-finding exercise which provides a detailed analysis of your current financial affairs and aspirations. As well as taking account of your personal and financial circumstances, it will cover your broader attitudes and values, and the level of experience and knowledge you have about investing and its associated risks. After analysing your responses, we will provide you with personalised investment recommendations to help you achieve your goals.

Although we do offer a full range of investment solutions and ongoing service levels, many of our clients are attracted to our range of risk graded, multi-manager, model portfolios. Each portfolio is put together after consideration of risk, asset allocation and fund selection. The sophisticated construction and management of these portfolios is achieved through the interaction between selected partners who, in our opinion, are leaders in their specialist fields. This investment approach now extends to our range of ethical portfolios.

Our Wealth Management service ensures regular maintenance and monitoring of your investments which are refreshed and rebalanced on a quarterly basis. With regular portfolio reviews, face to face meetings and access to innovative investment solutions, we ensure that you remain fully informed and in control of your investments.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

What our client say

Testimonials

Shorts have been great, especially given that I'm no natural when it comes to making sense of money, so it's been invaluable to have them make it understandable to me. It really helps that they've been consistent in keeping in touch too, and because I'm working with the same adviser I always know who to speak to with any questions. The face to face aspect especially has been really welcome and helps keep it all undaunting. I would recommend without hesitation.

Ms D
Sheffield

I have used Shorts since 1965 in my business and continue to use them as Financial Advisers since my retirement.
They have always been excellent throughout this time and despite changes in staff over the years, their quality remained consistent. I have recommended them to family, friends and colleagues, both as Accountants and Chartered Financial Planners.
Whilst the last 12 years have been a volatile period for investing the returns on my investments remain very satisfactory and my capital has been protected.
I would recommend them without hesitation to anyone requiring financial advice.

Philip Gilbert

We are very happy to recommend Shorts Wealth Management and Simon for pensions advice.

Mike and Jane
from Wingerworth, Derbyshire

We very quickly knew that our interests were in good hands.

Julia Procter
Director

Shorts have been advising our family since 1969.

Jamie Dennis
from Matlock, Derbyshire

Shorts’ knowledge and expertise quickly identified a suitable solution.

Martin and Melanie Southwell
Directors

I look upon Shorts as a ‘safe pair of hands’.

David Bowring
Bowring Transport Ltd

Excellent wealth management bringing security and success.

Frank Berry
Chesterfield

Award - winning

Best Private Client Tax Practice

Tolley's Taxation Awards 2020

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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