What is Private Client?

Chris Chambers - play button
Our expanding private client team currently includes more than 20 highly qualified professionals.Chris Chambers
Shorts-4
Shorts’ Private Client team covers all financial aspects of an individual’s circumstances, from basic tax compliance, right through to more complex and sophisticated tax and financial services solutions.

Over recent years, the team has naturally evolved and grown, to a level where we currently employ in excess of 20 professionals.  Our team includes;

•  13 Chartered Tax Advisers; more than any independent accountancy practice in the region;

•  Professionals holding advanced qualifications with the Society of Trust and Estate Practitioners;

•  Individuals with legal qualifications essential in the preparation of trusts and wills; and

•  3 Chartered Financial Planners. Shorts hold the highly acclaimed status of Chartered Financial Planners as a firm.  This is the industry’s gold standard and confirms that the most rigorous criteria relating to professional qualifications and ethical good practice have been satisfied.

With the experience and qualification within the team, we are confident that we are able to provide a wide range of modern financial solutions to suit the personal requirements of any individual.

Our Clients

Our clients

Diamond Dispersions Limited

Diamond Dispersions  Client Testimonal

"Shorts held our hand through the whole process."

Sue Wright

Director
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Industrial Ancillaries

Industrial Ancillaries.  Jamie Dennis with Andy Irvine, Andy Ryder and Matt Milnes

"We receive an integrated, seamless service."

Jamie Dennis

Managing Director
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The Good Days Project

Client testimonial for the Good Days project with Andy Irvine and Kate Smith

"Shorts' IM generated the interest we needed to find the right buyer for us."

Katie Lukey

Service Manager
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Mechan Limited

Client testimonial photo for Mechan Ltd

"Very pleased with the comprehensive advice and level of service."

Richard Carr

Business Development Director
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Autotecnic Limited

"Helping us grow through better business decisions."

Bob Hutton

Managing Director
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Motus Traffic Limited

"Really impressed with the Shorts deal team."

Jim Booth

Managing Director
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Bowring Transport Limited

"A ‘safe pair of hands’"

David Bowring

Managing Director
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Rollem Patent Products Limited

"I am always impressed by their commerciality."

Colin Pears

Director
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Hall Plant Hire Limited

"I can always rely upon the advice and guidance given, to be of the highest quality."

Tim Hall

Managing Director
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WANdisco International Limited

"Professionally dealt with the claims process."

Simon Martin

Financial Controller
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Eyres of Chesterfield Limited

"Work and professionalism..... of the highest order."

Charles Summers

Managing Director
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Thermotex Engineering Limited

"Shorts are more than simply our Accountants."

Peter Watmore

Managing Director
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J.A.B. Short Limited

Client testimonial photo with partner Paul Beeson, Andrew Heelin and John Short

"The long standing relationship has created a foundation of trust."

John Short

Managing Director
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Criterion Packaging Limited

"Their independent advice has been invaluable."

Ken Hepplestone

Managing Director
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Latest News

Latest news

15

Aug

Taylor Review of employment practices

The long awaited Taylor Review of employment practices suggests that a national strategy is needed to help provide security in such areas as wages, quality of employment, education and training, working conditions, work life balance and the ability to progress at work.

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14

Aug

Finance Bill 2017: The saga draws to an end

The long-running saga of the final spring Budget and subsequent Finance Bills is one step closer to the end. The Chancellor’s spring Budget was thrown into disarray by the snap election. It was billed as the last spring Budget, since from now on all Budgets will be autumn events. However, only about a fifth of the Budget’s proposals made it onto the statute book before Parliament shut up shop ahead of the election. The question of what would happen to the four fifths lost in action has been up in the air ever since.

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