Who we are

Award-winning Chartered financial planners

People sat round a desk
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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
About you

Does this sound like you?

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01

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Initial
meeting

02

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Gathering
information

03

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Research
and analysis

04

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Presenting
our plans

05

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Implementing
your plan

06

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Reviewing
your progress

Next steps

What will your journey with us look like?

Your journey
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Kind words

What our clients say

Great communication, super friendly, and they get the job done extremely well every time.

Mr Weir
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
Thank you so much for all your help with our attempts to buy a house this year. As always, you have been helpful, professional and friendly and we really appreciate it.

Mr Banks
Skerritts is like a big family, always ready to help, support, and offer valuable insight and understanding alongside their valuable advice.

Mr Cabron
Skerritts give good financial advice with no pressure whatsoever and are always very professional.

Mrs Follows

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