We are delighted to congratulate Rob Sully on achieving qualification as a Chartered Financial Planner.
Private Client partner Simon Hollin comments “The Chartered Financial Planner qualification is widely acknowledged to be the UK industry gold standard for financial advisers / financial planners. Only around 10% of Financial Advisers actually hold the qualification and those that do have not only achieved the qualification, but also had to demonstrate significant experience in order to gain recognition.”
Shorts is one of only a handful of firms in the area to hold the status of Chartered Financial Planners, which confirms the most rigorous criteria for high professional qualifications and ethical good practice is satisfied and we are thrilled that Rob’s success gives the firm a further qualified Chartered Financial Planners alongside partners Chris Chambers and Simon Hollin.
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Chris Chambers, Rob Sully and Simon Hollin, Chartered Financial Planners
Simon Hollin
Simon joined Shorts in 1997 to assist in the development and growth of the financial services arm of the firm. Simon’s work involves providing clients with tailor-made and objective independent financial advice and he works closely with them to produce personal investment strategies based on their requirements. Simon also provides advice on investments which aim to minimise inheritance tax and helps individuals effectively plan for their retirement.
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