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.

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

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

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