Why us?

What sets us apart

Why us?

We're on a mission

We are an award-winning, independent financial planning business. We’ve been helping people plan their financial futures for more than 30 years. Our clients know we are a safe pair of hands, always willing to go the extra mile.

We provide lifelong financial advice so that you can achieve your goals, aspirations and ambitions for the future. Here are a few reasons why you should consider working with us…

Why us?

Our Chartered status

We are one of the few firms to hold both corporate Chartered and discretionary investment manager status. Chartered status is only awarded to firms committed to developing and maintaining the knowledge and capability of their people to deliver the highest quality advice to their clients, and who follow a demanding Code of Ethics set by the CII.

Why us?

Our awards

We are extremely proud to have been the recipients of numerous awards over the years, recognising our expertise and work with clients. We’ve won numerous awards, including Citywire’s South East IFA of the Year for 10 years out of 11, and been featured on the FTAdviser Top 100 list of financial advice firms across the country in 2019, 2020 and 2022, each year appearing in the Top 20.

Why us?

Our exceptional team

Our team is more than 70 strong – that’s a large team to have on your side, working for you. Since 1990, the business has grown organically through referrals, and that’s a testament to our dedicated team, many of who have been with us for a long time.

Meet our team

Why us?

Managing your investments

One of our key differentiators is our experienced in-house investment team. We have a dedicated base for our clients, and it allows us to be quicker and more tactical in our approach based on your needs or market movements.

How we invest

The feedback we receive from clients

What our clients say

Service is always excellent, top marks!

Mr Pinsent

I have been a client of Skerritts for a number of years and in the last two years have been ably looked after by Lisa. She has taken me through a period of considerable change in my financial life as I moved into retirement. Lisa’s patience and determination has lead to a satisfactory conclusion which has taken many months and resulted in a sizeable compensation payment. On a day to day basis I find Lisa easy to deal with and very professional.

Mrs Finnigan

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 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

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

Mrs Stevenson