Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.

Richard Short
Richard Short, Director
Tel. 01322 310040, Mobile. 07860 411850, Email. richardshort.associatesopenwork. uk.com
Richard has worked within Financial Services since leaving teaching in 1986. He started with Allied Dunbar and has built a successful practice over the years with Zurich and Openwork.Richard thrives on building a caring relationship with clients and covers all aspects of holistic financial planning. He aims to explain the options available to his clients in plain language, using bullet points and colour coding in his presentations. Holding the Diploma in Financial Planning he specialises in giving investment advice, money going into pensions and retirement options. Richard lives locally and is part of the larger trading community in Bexley Village.
Wendy Fisher
Wendy Fisher, Personal Assistant
Tel. 01322 310 040, Email. wendyrichardshortfs.co.uk
Wendy has been in Financial Services since 1994 working in corporate banking for the majority of her career. Now an experienced Personal Assistant Wendy is able to assist with the more technical aspects of personal financial planning. A local family-orientated member of the team, Wendy is the friendly voice at the end of the phone and works on a part time basis.
Alex Marshall
Alex Marshall , Financial Assistant
Tel. 01322 310040, Email. alexrichardshortfs.co.uk
In the early stages of his career and joining in September 2015, Alex is the fresh addition to the team overseeing the general operation of the company and providing valued support at Richard Short & Associates. Alex is tasked with ongoing client management as well as maintaining positive client relationships. His ability to analyse client data and utilise information proves effective in assisting Richard throughout the advice process.

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