Our vision and values

Go above & beyond

Provide enduring advice

Give back

Remain dependable

Be warm & inclusive

Our vision and values

Our purpose is to create financial freedom for the people of Britain.

We do this by providing enduring financial advice that safely supports their goals and aspirations.

Our mission is to be Britain’s Premier Chartered financial planner, with expert in-house investment management. To help achieve this, we have set out five core values that we must follow:

What sets us apart

At Skerritts, we provide lifelong financial advice so that you can achieve your goals, aspirations and ambitions for the future. Read more about why you should consider working with us.

Learn more

The feedback we receive from clients

What our clients say

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 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

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

Thank you so much for all your help with our attempts to buy a house this year. As always, you have been helpful, professional and friendly and we really appreciate it.

Mr Banks