Welcome to Skerritts!

We are Independent Financial Advisers and Wealth Managers focused on providing lifelong financial advice to aid the realisation of our clients’ long term financial objectives. 
Skerritts is one of the few firms in the South East to hold Chartered Financial Planning and Discretionary Investment Manager status. We are authorised and regulated by the Financial Conduct Authority and committed to the highest levels of customer advice, service and technical support.

 

Why Choose Skerritts?

We have over 30 years of experience helping clients across the South East and now serve over 35.000 clients
Multi-award-winning company with 11 champion titles from the New Model Adviser
Ranked top 100 three years in a row by the FTAdviser
We hold a Discretionary Investment Management status which enables us to handle our clients' investments with the highest level of efficiency
The Skerritts Way — our clients remain at heart in everything we do
Learn more about Skerritts >>

 

  • Our New Client Portal

    With Skerritts new client portal, the Personal Finance Portal (PFP), you'll have your finances at your fingertips.

    Once registered as a client, you can view all your investments in one place 24/7 on any mobile or web device, send and receive secure messages with your adviser and upload & store documents in a secure vault.

    Whether you're looking for an up-to-date valuation of your portfolio, want to assess how you're progressing against your goals or simply wish to get in touch, PFP has it covered.

    Learn more >> 

 

  • Meet Our Team

    We truly believe our team is our biggest asset, and we are all dedicated to providing the highest level of care to all our customers.

    Learn more about us >>

  • What Our Clients Say

    With a strong focus on helping our clients, it's great to hear we have made a difference. See what they say about our service...

    Read our client testimonials >>

  • Our Services

    We are dealing with all areas of Financial Services and have a team of experts to assist you. 
    Financial planning >>
    Mortgages >>

 

How Our Financial Planners Can Help You

Our financial planner will work with you to identify personal and business objectives and build a bespoke plan to help you achieve these. Your financial plans are not set in stone and as we continue to build on our relationship with you, we will update and amend them as circumstances change.

We believe that financial planning is more than just money, it’s about the life you want to lead, your goals and ambitions. We therefore focus on developing a long-term strategy to assist you with achieving your financial life goals. Put simply, we help people like you find the answers to your important financial questions.

 

  • Speak to a Financial Adviser Today

    Skerritts provides friendly, impartial advice on an extensive range of financial solutions, tailored to meet your specific financial needs through a team of highly qualified and professional financial advisers.  

    Arrange a MeetingRequest a Callback 

 

  • Read Our Latest News on Our Blog

    We publish a series of articles and news updates on our blog every month on trending topics in the world on financial planning, mortgages, and lifestyle. We also share a monthly investment update from our investment team that gives you a bite-sized analyse including the most significant events from the past month.

    Visit our blog >>

 


Awards & Accreditations

  • We are proud to have won the New Model Adviser award for ten times within the last eleven years.

    Financial planners are judged on professional qualifications, growth in turnover and the proportion of money they earn as recurring income, as opposed to upfront product commission. 

  • We are awarded corporate Chartered Financial Planners status by the Chartered Insurance Institute (CII). This is a highly-prestigious designation with demanding qualification criteria. It signifies to our customers and partners that we are very serious in our pursuit of the highest standards, as well as confirming that we have a commitment at the highest level to professional qualifications our adherence to ethical good practice.