Is this you?

Enjoying retirement

Icon
Is this you?

Experience a sense of comfort

Money worries often top the list of concerns people report when in retirement. Even if you have been diligently saving into your retirement pot for many years, you may be feeling some degree of anxiety about going over budget and leaving yourself short later in life.

Our friendly team of retirement planners will help you get the balance just right, ensuring you can live your active retirement years fully and without regret, while at the same time making sure you are keeping enough money aside for when your needs change.

Icon
Our services

Where we come in

Retirement
planning


Retirement planning

There are many stages to retirement, from the earlier years where you might want to travel or spend time with your family to the later years where your pace of life slows, and you need to factor in later-life costs. Being prepared for each stage ensures you can experience peace of mind and a sense of security throughout.

Cashflow
planning


Cashflow planning

Using sophisticated cashflow modelling tools, we will help you to identify how much you can afford to be spending and whether you can let yourself enjoy life a little more. We’ll map out your finances and show you what you reasonably need to be setting aside.

Wealth
preservation


Wealth preservation

By creating a lifetime cashflow plan, we will tell you if you may be short of income at any point during your retirement. If we discover that is likely to be the case, our financial planners can advise you on the most suitable way to make up any shortfall.

Kind words

What our clients say

Great communication, super friendly, and they get the job done extremely well every time.

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

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

Mrs Stevenson
I was very lucky to find Skerritts, and I’m grateful for the continued and outstanding support.

Mr James

Sign up to our newsletter