The Team

Richard has specialised in property related lending for many years and offers a highly personalised service, whenever you need a lending solution encompassing residential, investment or commercial finance. He has a wealth of experience surrounding
purchasing and ownership of property.

Richard has been in financial services for many years and has substantial experience in all areas of financial planning. He has an intimate knowledge of complex pensions and investments enabling him to guide you confidently through all aspects of securing your future with tax efficient solutions.

Charlotte qualified as financial adviser with Leading Financial Solutions in 2020 advising on Pensions, investment and retirement solutions, including life cover working alongside Richard Short in wealth planning. Prior to this, Charlotte held administrative positions for 6 years and worked in financial services for 2.5 years involving head office administration and customer facing roles in a national building society. On joining Leading Financial Solutions in 2017 she supported the business in all aspects of Pension and Investment administration, which she is currently continuing.

Emily joined Leading Financial Solutions in 2019 and advised on protection. She has developed her role during 2020 and is now a fully qualified mortgage adviser and works alongside Richard Falstein. Prior to joining Leading Financial Solutions she had a background in arranging Corporate events in the hospitality sector.