Investmentsand Retirement

Our team of independent advisers combines deep professional expertise in pensions, retirement and investments.

Our team of independent advisers combines deep professional expertise in pensions, retirement and investments.  Where engaged, they will work closely with clients to unravel the complex and build a complete picture of your personal finances.  Our solutions then take everything into account, optimising wealth now and for the future.

Investments*

A vital part of planning for a secure financial future is the creation and ongoing maintenance of the appropriate investment strategy. We provide innovative investment solutions tailored to your needs, to help you achieve your financial goals.

Although we offer a full range of investments solutions, many of our clients choose to invest in 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.

Retirement planning

At whatever stage of life you plan for retirement, it is important to receive clear, professional advice which takes into account your requirements and plans.  Good advice is particularly important at the point you choose how to receive your retirement income as the options available are varied and complex.

So why Shorts’ Private Client Team?

We know we are different to the competition and are proud of it – we welcome the opportunity of demonstrating this to you!

 

*Your investment may fall as well as rise and you may not get back what you put in.