Is this you?

Retiring now

Is this you?

Plan for your future comfort

Arriving at retirement should mean you can finally relax and enjoy your life in a way and at a pace that suits you. What you don’t want is for concerns about what you can afford to overshadow your enjoyment.

We are here to help ease any worries you have and provide certainty and answers to questions such as: When should you start drawing down your pension? Should you take a tax-free lump sum? And should you purchase an annuity?

Our services

Where we come in


Retirement planning

You may have arrived at retirement with a clear idea of how you want to spend your time and what goals you want to achieve. But not everybody has that clarity right away. We’ll help you identify what’s important to you and then put together a plan to achieve it.


Cashflow forecasting

Using our sophisticated cashflow modelling tools, we will help you to identify how much you can afford to be spending and whether you can afford to let yourself enjoy life a little more! We’ll map out your finances and show you what you can reasonably expect under a variety of future scenarios and different arrangements.

income planning

Retirement income planning

When should you start drawing down your pension? Should you take a tax-free lump sum? Should you purchase an annuity? There are endless questions to answer as you transition to a new way of living. We’ll help you understand the options available to you and help you gain confidence as you step forward.

Kind words

What our clients say

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

Mrs Stevenson
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
One thing that Skerritts does really well is take any worries away from me when it comes to my financial investments.

Mrs Moors
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
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

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