Who we are

Award-winning Chartered financial planners

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Our story

Lifelong financial advice

We’ve been helping people plan their financial futures for more than 30 years, and we’re one of the few firms to hold both Chartered and discretionary investment permissions.

Our Story
About you

Does this sound like you?

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01

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Initial
meeting

02

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Gathering
information

03

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Research
and analysis

04

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Presenting
our plans

05

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Implementing
your plan

06

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Reviewing
your progress

Next steps

What will your journey with us look like?

Your journey
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Kind words

What our clients say

Skerritts give good financial advice with no pressure whatsoever and are always very professional.

Mrs Follows
Service is always excellent, top marks!

Mr Pinsent
Skerritts always give prompt responses and thorough information, backed up with phone calls and emails. I feel able to ask any questions and discuss any queries.

Mrs Pennington
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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