Is this you?

Planning for later life

Is this you?

Mitigate any eventualities

Financial advice can be daunting at the best of times but even more so when it comes to planning for later life.

Our compassionate specialist advisers will answer your later-life finance questions and help you understand all the options available to you on issues such as retirement planning, care funding, equity release, saving and investment planning, tax matters, and estate planning. We are here to give you peace of mind that the decisions you make are right for your future.

Our services

Where we come in

care planning

Long-term care planning

Long-term care planning means taking the necessary steps in advance to ensure you have a plan in place in case you need support in the future. We are here to make sure that you are informed and financially prepared for the full range of different scenarios.

release advice

Equity release advice

With equity release, you don’t need to sell your property in your lifetime nor move to keep up with the costs of care. However, with potentially large benefits come potentially equally large drawbacks. This means these products are not suitable for everyone. Our advisers will assess your suitability and, if needed, identify alternative solutions if equity release is not right for you.

a legacy

Leaving a legacy

True peace of mind is only possible when you know your affairs are in order and those you love will be provided for when you are gone. While making a will is very important, estate planning encompasses more than just will-making. We will help you ensure your wishes are known and that your wealth is passed on to those you choose.

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
I would describe Skerritts as reliable, efficient, honest, kind and transparent.

Mrs Stevenson
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 was very lucky to find Skerritts, and I’m grateful for the continued and outstanding support.

Mr James
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

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