Shorts - Chartered Financial Planners

Simon Hollin : Partner

I have always had total confidence in Simon's advice and guidance.

PROFESSIONAL
EXPERTISE

  • Chartered Financial Planner
  • Associate of the Personal Finance Society
  • Over 25 years experience in pension, investments and protection

Simon joined Shorts in 1997 to develop the financial services arm of the firm after gaining several years’ experience with Nottingham Building Society and Scottish Amicable.  He became a partner in 2002.

As a Chartered Financial Planner, his work involves providing clients with tailor-made and objective independent financial advice and he works closely with them to produce personal investment solutions based on their requirements.

Simon also provides advice on investments which aim to minimise inheritance tax and helps individuals effectively plan for their retirement.

Through his specialist qualifications and experience, Simon is regularly involved in designing retirement strategies that maximise the opportunities created by recent changes to pension legislation.