Shorts are delighted this month to welcome Dean Castledine as the most recent member of their rapidly expanding Private Client team. Dean, who joins as Private Client Senior Manager, will be primarily based in the firm’s Chesterfield office, and marks the fifth new addition to the Private Client team in the past two months for the firm.
Welcoming Dean, Private Client Partner Chris Chambers commented “Dean’s appointment is the latest in a series of quality Private Client recruitments for Shorts, shortly following that of Private Client Manager James Williamson, Research Assistants Daniel Greveson and Natalie Hattersley, and Senior Administrator Claire Wiles who have all joined within the last two months. Following the sustained growth experienced in all departments over recent years, these appointments maintain our long term strategy of investing in the very best people in order to continue delivering high quality advice and service to our clients and brings the number of individuals within the Private Client team to 26.”
“Our Private Client service is market leading in its approach. By integrating advice across the separate but connected areas of investment management, estate planning, risk minimization and tax mitigation and compliance we are able to offer our clients individually tailored, modern solutions to their wealth management needs.”
Image shows;
Back row James Williamson, Claire Wiles, Chris Chambers, Natalie Hattersley and Danny Greveson
Front row Simon Hollin, Dean Castledine and Rachael Dronfield
Chris Chambers
Chris joined Shorts in 1988 and was promoted to partner in 1995. In 1997, he was instrumental in the establishment of the financial services arm of the business, of which he is also a partner. Shorts is one of a minority of firms in the country to achieve Chartered Financial Planners status. This is the industry’s gold standard and confirms that we meet the most rigorous criteria relating to professional qualifications and ethical good practice. Chris leads our Private Client Services team, helping clients to protect their assets through effective tax planning and providing objective, tailor-made financial advice to individuals and business clients. Chris advises on Inheritance Tax matters involving tax-efficient trust and will structures, and is heavily involved in using pensions to assist in property purchase.
View my articlesTags: Private Client, Team News
