"Wealth flows from energy and ideas." - William Feather
Some people are lucky in that they have wealth cast upon them. These people are the minority. For most of us, wealth is accumulated through a combination of hard work, careful planning and discipline. At Skerritts we cannot work hard for you, but we can work very hard on your behalf to help you create your estate.
We will help you formulate, and keep to, a plan to achieve your aims and objectives. It is very hard to arrive at a destination without first working out a route and timescale. It is important to be realistic with your plans, and to understand exactly what you understand by the risks that you are prepared to take. To take no risk is a risk in itself, but to panic at the first sign of a downturn can be even worse. We will discuss with you at outset, and along the way, how best we can work together to realise your aspirations.
We don’t claim to work miracles. We don’t claim never to make mistakes. Because we work for our own families, friends and colleagues we try to minimise and rectify mistakes if they happen. What we can assure you however is that we will do our best to provide the energy, the ideas and the discipline that is needed to help create an estate that is more meaningful than the one you begin with.
Call us to see if we can start something together.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.