After many months of discussion, we are delighted to confirm that Shorts Financial Services (“SFS”) is today becoming one of the founding firms of a new national independent advice business, Shackleton, whose mission is to become the trusted source of high quality, consistent, financial planning and wealth management services across Britain.
While the name and ownership structure will change, we are confident that clients of SFS will continue to benefit from the same high standards of service, experience and professionalism they have come to expect, and crucially Shackleton will remain a Chartered Financial Planning firm.
What does this change of name mean for clients of SFS?
Initially very little will change:
- The team, including the advisers and support staff will continue in their current roles.
- Existing advisers will continue to support their clients.
- The team will remain in our Chesterfield office and will continue to provide a local service.
- There will continue to be a close relationship between Shackleton and Shorts to ensure we continue to provide the same level of joined-up, independent, holistic advice clients have come to expect.
As a firm, Shackleton has a nationwide presence. By being part of Shackleton, we believe that, over time, they will be able to offer SFS clients various additional benefits, details of which will be shared with clients in due course.
Further details regarding Shackleton and this transaction can be found on their website: shackletonadvisers.co.uk.
What does this mean for Shorts?
The Shorts accountancy business is unchanged by this transaction.
The leadership team presented our 5 year strategic vision to our wider team in August and our strategic priorities and growth ambitions remain unchanged.
For absolute clarity and the avoidance of any doubt, the partners of Shorts remain wholly committed to ensuring that we remain a successful, local, independent practice both now and in the future.
