Welcome to Richard Short & Associates
Richard Short & Associates Limited (trading as Richard Short & Associates) was founded in 1986 on the principle of listening to and caring for clients to ensure they will be both secure and protected throughout their lives. We incorporated in 2012.
We will take time to get to know you before offering solutions which are then tailored to your individual needs and objectives. We will review this on a regular basis as your circumstances change.
The well being of our clients is at the heart of our business model, whether we are offering advice and solutions for :
• Protecting your family and business
• Arranging a suitable mortgage or remortgage
• Building funds as part of your pension planning
• A selection of opportunities at retirement
• Investing capital for growth or income
• Estate and inheritance tax planning
Richard's love of soul music provided us with the image of the baritone saxophone as the business brand and key to offering a journey with us that will be "in tune with your finances"