Our vision for the future
We are Chartered, independent financial planners and wealth managers. Our belief is that financial planning is about more than just money; it’s about the life you want to lead, your goals, and your ambitions. We therefore focus on developing a long-term strategy to assist you with achieving your financial life goals.
You’ll find us a welcoming firm with family led values and big ambitions. Everything we do comes from a foundation of strong values, which means we always go the extra mile.
A business led by family values
Since Richard Skerritt founded the company from his home office in 1990, Skerritts has been a family-led business. These family values continue today in the warm company culture that encourages everyone – clients and staff – to feel at home, thrive and become the best version of themselves.
Our culture is also reflected in the relationships we build with our clients; many have been with us since the very beginning. We are deeply proud of the fact that our clients know they can rely on us to provide a jargon-free, friendly, professional service where their aspirations, ambitions and dreams are prioritised.
An ambitious, growing firm
We work hard and have ambitious plans for the future, and we aspire to be the best in a competitive industry. In February 2021, Sovereign Capital Partners made a significant investment in Skerritts. The purpose of the investment was to support company growth and development through a strategy of organic and acquisitive growth across the whole of the UK.
We have completed various acquisitions and have more in the pipeline across the South East and nationwide. The future is exciting for Skerritts.