Chesterfield financial advice

Financial advice firm announces move to Chesterfield town centre

A financial advice company says it aims to create a one-stop shop for all things financial in Chesterfield town centre.

Queensbury Financial Advisers has announced the opening of a new office at 58 Knifesmithgate after an extensive six-month refurbishment, bringing together a wealth of experience with backgrounds in law, business and financial advice.

The business provides all the traditional investment and wealth management services such as ISAs, pensions and high interest deposit accounts, however, it also deals with mortgages, wills, probate and lasting power of attorney. We are very much a full-service finance firm.

Rebecca Bidwell, Director of the company commented: “We have completely renovated the property after stripping it back to brickwork. It’s had new electrics, a new heating system, new windows and door, along with some beautiful internal additions such as glass partitions and a modern chandelier above the boardroom table!”

Previously, Mark and Rebecca Bidwell founded Bidwell Henderson Costs Consultants, based in Alfreton, back in 2014. Starting their careers in law, they took the business from a start-up to a team of over sixty people within seven years. They sold the business in 2021 to a firm of financial advisers and decided to bring together their love of financial advice, running a business and law.

Business owners stood outside new office

Rebecca added: “We have spent a lot of time travelling for work and this time we wanted to base our business in the town we call home. We pride ourselves on being able to work with all clients. Business owners and senior leaders enjoy working with us because of our experience of being in their shoes.

“We found 58 Knifesmithgate for sale. Mark was instantly drawn to the building due to it’s brilliant positioning in the town centre. We made a heart-over-head decision to buy it and invest in the extensive renovation required.

Exterior of newly refurbished high street office building

“The building has the most beautiful original features from the art deco era, and it’s set over four floors. We could see the potential of the building, and it was ideal for our growth plans.

“It’s been a interesting journey renovating the building. We found a vintage safe hidden behind a wall, which has now become a feature on the ground floor.

The fast-growing practice is looking for financial advisers to join the team, along with support staff. Queensbury will also bring fun and finance sessions to the local community, helping to pass on important information, tools and resources to help others in building their financial futures.

Rebecca concluded: “We are passing on all the top tips and tools we have learnt along the way and the things we wish we had known earlier. We are also keen to be involved in projects with our local community.”

Find out more and contact the company on LinkedIn.

Find out why Chesterfield is an excellent location to start or grow your business: https://www.chesterfield.co.uk/business/invest-in-chesterfield/

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Shorts acts as lead advisor on £18 million sale of car parts manufacturer

Shorts recently teamed up with Freeths to act as lead advisors and legal representatives to AML Juratek Ltd in their sale to Brazilian car parts manufacturer, Fras-Le in a deal worth £18.2m.

Founded in 1995, Juratek Ltd supply high-quality automotive aftermarket braking products for both Light & Commercial Vehicles, from its head office in Doncaster.

The Company employs 50+ people and distributes around the world. Matt Robinson (Managing Director), Toby Whewell (Sales & Marketing Director) and Mark Clegg (Operations Director) took over full control of the business in 2019 following a Management Buyout, and the business subsequently acquired Braking specialists Bettaparts in 2021 before now selling to Fras-le.

Andy Ryder, Partner at Shorts commented “Having assisted Matt, Toby and Mark through a number of transactions over the last 4 years, it has been an absolute pleasure to have advised them through the latest stage of the Juratek journey.”

Matt Robinson added: “We were delighted to conclude the transaction with the support of Shorts and Freeths. It is a fantastic deal for the shareholders but also the start of an exciting journey for the company under the ownership of Fras-Le.”

On announcing the news, President and CEO of Fras-le, Sergio L. Carvalho was quoted on Fras-le’s website as saying: “With this strategic action we reaffirm our position as one of the largest portfolios of brands for the auto parts aftermarket, expanding the model that has been working in Brazil for new markets; allowing even more growth, important operational synergies and adding value to our business and quality in delivering solutions to our customers.”

With a long-standing heritage of over 130 years, Shorts has grown from a local business to a nationally recognised award-winning firm which is home to a wide range of experts and specialists.

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

Shorts Juratek sale

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Rosewood Wealth Management receives prestigious industry recognition

Rosewood Wealth Management recently received recognition from Bankhall, a national provider of regulatory compliance support within the financial services industry.

Winning the Best Small Adviser of the Year 2022, Donna Robertson co-director at Rosewood commented: “Rosewood are extremely proud and delighted to have accepted the award, which was based on commitment to compliant advice, diligence in delivering the best outcome for clients and feedback from file reviews and compliance visits to the office”.

A crucial element of Rosewood’s ethos is continuous improvement with a holistic commitment to process driven efficiencies.

Having undergone a recent certification audit, Rosewood has been accredited with ISO 9001 evidencing their commitment to a quality management system along with ISO 14001 demonstrating commitment to reducing their impact on the environment.

Shannan Pool-Gorman, co-director at Rosewood commented: “These global accreditations mean that any current or potential client has peace of mind that they are dealing with a company that has high quality standards embedded within their operating methods and company culture, which is very important to us and something we really pride ourselves on”.

Rosewood Wealth Management believes in providing all of their clients a truly individualised financial advice service. Whether a client is just starting their journey and buying their first home, looking towards their first investment, saving for their future or looking to enjoy their wealth, Rosewood is there to help and provide guidance and support with a service tailored to each client.

The services they provide include investments, pensions, protection – including business protection and general insurance – mortgages, and equity release.

To find out more about the fantastic range of businesses in Chesterfield’s financial sector, click here. 

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

Rosewood Wealth Management

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David Robinson promoted to Tax Partner at Shorts

Shorts are delighted to announce the promotion of David Robinson to the position of Tax Partner, with effect from 1 April 2022.

Responding to a decade of sustained growth, David will join Chris Chambers and Scott Burkinshaw in leading the firm’s tax offering and will divide his time working across both the firm’s Sheffield and Chesterfield offices.

An experienced Chartered Tax Adviser with national firm experience, David joined Shorts in 2015 as Senior Tax Manager and was promoted to Director in 2018. The promotion to Partner recognises David’s continued commitment to growing the department and underpins the firm’s continued development and strength.

David will continue to advise his clients on all areas of UK taxation with a particular focus on transactional work, including acquisitions & disposals, corporate reconstructions, and advising international businesses on their expansion into the UK (through the firm’s membership of The Praxity Alliance). Going forward, his role will transition progressively in taking a more active role in the leadership and strategy of the firm.

David said “I am absolutely thrilled and honoured to be promoted to Tax Partner at Shorts, joining a partnership that has been in existence since 1890.  The promotion is the culmination of years of hard work, and I’m proud to take the next step on my professional journey.  I am very much looking forward to working with existing and future clients, as well as the rest of the partners, to help drive forward the continued success of the firm”.

Chris Chambers, Senior Tax Partner at Shorts, said “Since joining us in 2015, David has played a key part in the growth and success of the business, and this promotion is just reward for his hard work and effort.  He’ll be a fantastic addition to our partner group, and I am confident that with David on board, the firm will continue to go from strength to strength”.

Scott Burkinshaw, Tax Partner at Shorts, added “I am delighted that David has agreed to join us in the Partnership.  We have enjoyed significant growth over the last few years, and this appointment further strengthens our position as we head into the next chapter of our long history.  We reward talent and effort here at Shorts, and we had no hesitation in asking David to join us to continue to drive the business forward”.

Shorts are a nationally recognised award-winning firm with a long-standing heritage of over 130 years.  They can be contacted on info@shorts.uk.com or by calling 0114 2671617 or 01246 559955.

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

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