Who we are

Award-winning Chartered financial planners

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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

Swapping my pension to Skerritts was such an easy process with no hold-ups or queries. The process was thoroughly explained, making sure I understood what would happen, and it answered all my questions.

Mr Clark
Skerritts always give prompt responses and thorough information, backed up with phone calls and emails. I feel able to ask any questions and discuss any queries.

Mrs Pennington
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
I'd like to thank you for your thorough and professional services over the past several years. You have helped me organise my finances in preparation for my retirement, and I am very pleased with the service I received.

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

Mrs Stevenson

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