Who we are

Award-winning Chartered financial planners

Our story

Lifelong financial advice

We’ve been helping people plan their financial futures for more than 30 years, and we’re one of the few firms to hold both Chartered and discretionary investment permissions.

Our Story

Go above & beyond

Provide enduring advice

Give back

Remain dependable

Be warm & inclusive

Our vision and values

Our purpose is to create financial freedom for the people of Britain.

We do this by providing enduring financial advice that safely supports their goals and aspirations.

Our mission is to be Britain’s Premier Chartered financial planner, with expert in-house investment management. To help achieve this, we have set out five core values that we must follow:

About you

Does this sound like you?

Working and
building up wealth

Saving
for retirement

Retiring
now

Enjoying
retirement

Passing
on wealth

Corporate
business owner

Planning for
later life

Buying, remortgaging or letting a home

01

Initial
meeting

02

Gathering
information

03

Research
and analysis

04

Presenting
our plans

05

Implementing
your plan

06

Reviewing
your progress

Next steps

What will your journey with us look like?

Your journey

Meet us

Our team leads the way

We’re known for our friendly, professional service and expertise that spans the financial planning, advice and wealth management spheres.

Find out more

Kind words

What our clients say

I have been impressed and pleased with the service so far. Everything had been explained to me, with no pressure to make decisions until I felt confident.

Mrs Woods

I have been a client of Skerritts for a number of years and in the last two years have been ably looked after by Lisa. She has taken me through a period of considerable change in my financial life as I moved into retirement. Lisa’s patience and determination has lead to a satisfactory conclusion which has taken many months and resulted in a sizeable compensation payment. On a day to day basis I find Lisa easy to deal with and very professional.

Mrs Finnigan

I have used Skerritts for both mortgage and financial advice, specifically pensions. I have since recommended them to my brother, who is also very happy with the help he’s received.

Mrs Lyons

Skerritts are reliable, efficient, honest, kind and transparent and I recommend them at every opportunity.

Mrs Stevenson

I am so pleased that I reached out to Skerritts for help, and when I left your office, I felt like a weight had been lifted off my shoulders. The options you gave me and the way that it was explained was comforting, as I understood it all.

Mr Bishop

09/09/24

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News

Award-winning Chartered financial planners

Lifelong financial advice

Our vision and values

Does this sound like you?

Working and building up wealth

Saving for retirement

Retiring now

Enjoying retirement

Passing on wealth

Corporate business owner

Planning for later life

Buying, remortgaging or letting a home

01

Initial meeting

02

Gathering information

03

Research and analysis

04

Presenting our plans

05

Implementing your plan

06

Reviewing your progress

What will your journey with us look like?

Our team leads the way

David Adams

Lisa Baker

James Barrett

Howard Barnes

Abigail Bartup

Alex Bell

Sarah Brine

Ella Budd

Emma Calvert

Tony Campbell

What our clients say

Inheritance Tax: 5 shrewd strategies for reducing a potential bill

Is the myth “money can’t buy happiness” false?

How to join the pension treasure hunt and discover “lost” savings

Are you dreaming of retiring abroad? Here’s what you need to know

Stay up to date

Sign up to our newsletter

Working and
building up wealth

Saving
for retirement

Retiring
now

Enjoying
retirement

Passing
on wealth

Corporate
business owner

Planning for
later life

Initial
meeting

Gathering
information

Research
and analysis

Presenting
our plans

Implementing
your plan

Reviewing
your progress

Inheritance Tax: 5 shrewd strategies
for reducing a potential bill

Is the myth “money
can’t buy happiness” false?

How to join the pension
treasure hunt and discover “lost” savings

Are you dreaming of retiring abroad?
Here’s what you need to know