Shorts - Chartered Financial Planners
Shorts Chartered Financial Planners is a financial services company located in Chesterfield, England. They specialize in accounting and financial planning for individuals and businesses. Their team of experts provides personalized solutions to help clients achieve their financial goals. Shorts Chartered Financial Planners is committed to delivering exceptional service and building long-term relationships with their clients.
Introduction to Shorts Chartered Financial Planners
Shorts Chartered Financial Planners is an accounting and financial services firm founded in 1890. With over 130 years of experience in the industry, Shorts Chartered Financial Planners has established itself as a trusted and reliable source of financial advice. What makes this company unique is their commitment to providing personalized and tailored services to each of their clients, ensuring that their financial goals and needs are met.Services & products
Shorts Chartered Financial Planners offers a wide range of financial services, including accounting, tax planning, pension advice, and investment management. Their team of experienced professionals works closely with clients to create customized financial plans that meet their specific needs and goals. Additionally, the company offers a range of financial products, such as insurance policies and investment products, to help clients achieve their financial objectives.Location
Located in Chesterfield, England, Shorts Chartered Financial Planners is situated in a bustling commercial area with a mix of businesses, including retail shops, restaurants, and professional services. The area is easily accessible via public transportation, with the nearest bus stop, Newbold Road/Holymoorside Road, located just a few minutes' walk away. Other nearby public transportation options include the Chesterfield Train Station (2.5 miles away), and the Sheffield Airport (20 miles away).Benefits
Customers should choose Shorts Chartered Financial Planners for their expertise and commitment to delivering personalized financial solutions. The company's team of experienced professionals has a deep understanding of the financial industry and is dedicated to helping clients achieve their financial goals. Additionally, Shorts Chartered Financial Planners offers a wide range of financial services and products, giving clients the flexibility to choose the solutions that best meet their individual needs.Good to know
Customers should be aware that Shorts Chartered Financial Planners is a fee-based financial planning firm, meaning that they charge a fee for their services rather than earning commissions on products sold. This ensures that the company's advisors act in the best interest of their clients, without any conflicts of interest.Reviews
Customers have consistently praised Shorts Chartered Financial Planners for their professional and personalized approach to financial planning. Clients appreciate the company's attention to detail and their ability to create customized financial plans that meet their specific needs and goals. Overall, Shorts Chartered Financial Planners has received high marks from clients for their expertise, professionalism, and commitment to delivering quality financial solutions.Amenities
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online services -
financial planning services
FAQ
What type of accounting services do you offer?
We offer a wide range of accounting services, including bookkeeping, tax preparation and planning, financial statement preparation, payroll processing, and more. We work with individuals and businesses of all sizes, and can customize our services to fit your specific needs and preferences.Are your accountants certified or licensed?
Yes, all of our accountants are certified and licensed professionals. We have a rigorous hiring process to ensure that we only hire the most qualified and experienced accountants, and we provide ongoing training and education to ensure that our team is up-to-date on the latest accounting practices and regulations.How do you ensure the confidentiality and security of my financial information?
We take the confidentiality and security of our clients' financial information very seriously. We have strict policies and procedures in place to ensure that all information is kept confidential and secure, including secure online portals for document sharing and communication, password-protected files and data, and regular backups and updates of our systems.What is your fee structure for your accounting services?
Our fee structure varies depending on the type and scope of services you require. We offer competitive and transparent pricing, and will provide you with a detailed proposal and estimate before beginning any work. We believe in clear communication and transparency when it comes to fees and billing.Can you provide references or testimonials from satisfied clients?
Yes, we can provide references and testimonials from many satisfied clients. We are proud of the reputation we have built over the years, and are happy to share feedback from our clients. Just let us know if you would like to see some references or testimonials, and we will be happy to provide them.Reviews
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RICHARD SHORT
I would highly recommend Shorts services, their knowledge, advice and customer service is exemplary.
29-05-2022
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eric loe
We are well into our retirement years, and now have long delayed plans to continue to travel and enjoy, amongst other things, our African Safaris. Ryan Qualters and the superb team at Shorts skilfully manage our affairs and finances, leaving us confidently and securely free to dream and realise our dreams. Bringing Shorts on board is one of the best decisions we have ever made.
29-05-2022
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Robert Bonser
My wife, her family and I have used Shorts Services for accounting purposes for many years and have always been very impressed with the detailed and friendly personal service they have offered us. With that in mind when the time was right for looking further into our Pensions, we met with Ryan Qualters their Chartered Financial Planner whose financial advice, ‘can do’ attitude and exceptional knowledge gave us the confidence to not only understand our Pensions more but to confidently amalgamate them all together under the Shorts umbrella where they are now managed in a professional, transparent and easy to understand way, indeed so impressed have we been with both Ryan and Shorts service in general we have successfully recommended them to a number of close friends. Following on from this we are currently working with Dean Castledine, Private Client Senior Manager in relation to a fairly complex family Trust, where again the transparent advice given to us by him has significant increased our understanding of this complex area enabling us to be confident in making the right long term decisions for our family’s secure future. In summary we would not hesitate to fully recommend the friendly, knowledgeable and efficient Team at Shorts - Outstanding Service!
29-05-2022
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Jane Mclean
Shorts have helped us manage money aiming towards our retirement. We can contact the office any time and nothing is too much trouble. Shorts gives me a sense of security in knowing that they are doing the right thing for us with our longer term investment. Can highly recommend Ryan Qualters who is our contact. Very good and very personalable.
29-05-2021
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Linda Walker
We’ve recently started using Shorts for Pension and Retirement planning and have been very impressed. The service has been very professional with our own point of contact and tailored to our individual needs. Everything has been explained fully and we would have never navigated through such a minefield on our own. We would not hesitate to recommend them to anyone.
29-05-2021
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Beverley Watmore
For many years Shorts have assisted us in all elements of our Business and Personal Finance including Wages & Salaries, Year End Accounts, Research & Development, Self Assessment, Pensions, Statutory Books & Future Planning. Their team are always knowledgeable, friendly and make financial matters easy to deal with.
29-05-2020
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Philip Gilbert
I have used Shorts Accountants 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. We had an issue with the Inland Revenue, which I disputed vigorously, but HMRC continued to claim I was in breach of the rules. It was only with the expertise of a member of Shorts staff at a meeting with HMRC that they finally admitted that I was conducting my business correctly. I received a letter from the Inland Revenue admitting they were wrong, which I have kept in a safe ever since. Shorts knowledge of case law and precedent saved me thousands of pounds in that instance. 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
29-05-2020
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Rob Veerman
I have received a first class service from Shorts over the past three years. My advisor is very approachable and very quick to respond to my questions in a professional and competent manner. I can highly recommend Shorts for independent financial advice.
29-05-2020
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Vicki Clemerson
Had excellent advice and help from Shorts over many years. Highly recommended. Steve and Vicki Clemerson
29-05-2020
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heather ditch
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 advisor 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.
29-05-2020
