Is this you?

Saving for retirement

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Is this you?

Invest in your future

Planning for retirement is more important than ever. Therefore, tailored planning with a professional is vital. With retirees living longer and pension plan rules changing, there is greater choice over when and how you can draw down your pot. You want to feel confident you’re making the most of the available opportunities and that’s where we come in.

Our experienced team will help you prepare with a financial plan uniquely designed for you. We’ll ensure you get what you envision for your future and achieve your goals.

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Our services

Where we come in

Cashflow
planning


Cashflow planning

Through the use of sophisticated cashflow planning technology, we will help you understand how much money you are likely to need for the rest of your life under various scenarios, and how much you’ll need to live the retirement lifestyle you desire.

Understanding
your goals


Understanding your goals

We’ll help you understand whether your current arrangements are the best they can be and if they will be sufficient to meet your retirement lifestyle goals. Where there are improvements that could be made, we’ll suggest changes to your arrangements and give you a clear, jargon-free understanding of your options.

Pension
planning


Pension planning

You need to be sure you are making the right decisions when it comes to how your pension is invested and how it is drawn down. We analyse your current arrangements, offer solutions if your pension is not performing as well as it could be, and ensure you are making the most of your allowances.

Kind words

What our clients say

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

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

Mrs Stevenson

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