Financial advice Archives - Destination Chesterfield

Shorts advisors support businesses to grow

17th October 2024

Chesterfield-based accountancy practice Shorts continues to support businesses with financial advice, assisting in business acquisitions and helping one company transition to employee ownership.

The company recently advised Sheffield-based Abbeydale Brewery Ltd as it moved towards becoming an Employee Ownership Trust, strengthening the commitment to its talented team, safeguarding its long-standing values and securing the legacy of the business.

Shorts acted as lead advisors on the transaction, including valuation, fundraising, tax advice and project management.

Connor Marshall of Shorts added “It has been great to work alongside MD Law in transitioning such a well-known, acclaimed business into becoming an Employee-Owned Business. From the start the Shareholders and Senior Management Team wanted to do what was best for the employees and, with the implementation of the EOT, this solidifies the prospects of both the business and employees for the longer term. We all look forward to seeing the continued success of such a prominent Sheffield business.”

Elsewhere, Shorts has assisted in the expansion of AxFlow UK, advising on the acquisition of Moody Direct Ltd, a long-established supplier of solutions and services to the dairy, food & beverage, brewery, chemical, and pharmaceutical sectors headquartered in Retford.

Shorts’ Corporate Finance team were lead advisers to Moody Direct and Wake Smith solicitors provided legal advice to the sellers.

Andy Ryder, Corporate Finance Parner at Shorts, said: “We are delighted to have successfully concluded this transaction on behalf of the owners of Moody Direct, Ken and David. It has been a pleasure for our team of myself, Adam
Ames, Brian Gooch and Ahad Choudry to work with them on this international deal and we look forward to hearing of the continued success of this great business as it becomes part of the Swedish owned Axel Johnson AB Group, giving it access to further fantastic opportunities.”

Shorts supports the marketing and economic growth of the town through Chesterfield Champions, a network of over 200 organisations across Chesterfield and North Derbyshire.

Jones & Co Team named amongst UK’s top rated financial advisors

28th April 2021

Four independent financial advisors at Chesterfield-based independent financial advice firm, Jones & Co, have been named amongst some of the UK’s top-rated financial advisors with VouchedFor.

In VouchedFor’s 2021 Guide to the UK’s top-rated Financial Advisors distributed with The Times newspaper, Suzanne Jeakins, Pauline Fernandes, Kirk Yeomans and Mark Jones were identified as a select number of professional IFAs in Derbyshire to achieve this significant accolade. The guide aims to help people understand how advice could benefit them and celebrates financial and mortgage advisors who are delivering excellent outcomes for their clients.

Each of the financial and mortgage advisors listed within the guide have received the highest volume of positive client reviews since the start of 2020 on VouchedFor.co.uk, the UK’s leading ratings site for financial and legal advisers.

As well as being endorsed by at least ten clients, each advisor is a fully verified member of VouchedFor, which means the company has checked that they have the necessary permissions to practice, in line with the latest Financial Conduct Authority (FCA) rules.

Commenting on the news, managing director of Jones & Co, Mark Jones said: “Gaining nationwide recognition as being amongst some of the UK’s top-rated financial advisors is testament to the outstanding team we have here at Jones & Co.

“Working with people to help them to accumulate and preserve their wealth and security is such a rewarding job. Everyone has bespoke financial objectives which is why we are committed to creating tailored portfolios for each of our clients. It’s a real pleasure to support people achieve, and often exceed, their goals and that shows in the excellent five-star reviews we continually receive.”

The company aims to deliver a financial strategy that helps each client to achieve their own personal retirement or financial goals. That includes helping people make the right decisions and assisting them to gain maximum capital or income possible from hard-earned savings made.

Jones & Co. supports the marketing and economic growth of the town through Chesterfield Champions, a network of over 180 organisations across Chesterfield and North Derbyshire.