Who we are

Award-winning Chartered financial planners

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

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:

About you

Does this sound like you?

Working and
building up wealth

Saving
for retirement

Retiring
now

Enjoying
retirement

Passing
on wealth

Corporate
business owner

Planning for
later life

Buying, remortgaging or letting a home

01

Initial
meeting

02

Gathering
information

03

Research
and analysis

04

Presenting
our plans

05

Implementing
your plan

06

Reviewing
your progress

Next steps

What will your journey with us look like?

Your journey

Meet us

Our team leads the way

We’re known for our friendly, professional service and expertise that spans the financial planning, advice and wealth management spheres.

Find out more

Kind words

What our clients say

I'd like to thank you for your thorough and professional services over the past several years. You have helped me organise my finances in preparation for my retirement, and I am very pleased with the service I received.

Mrs Adams

I am so pleased that I reached out to Skerritts for help, and when I left your office, I felt like a weight had been lifted off my shoulders. The options you gave me and the way that it was explained was comforting, as I understood it all.

Mr Bishop

Service is always excellent, top marks!

Mr Pinsent

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

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

30/10/24

Financial articles

Your Autumn Budget update – the
key news from the chancellor’s statement

09/10/24

Investment update

Investment Update
– September 2024

08/10/24

Financial articles

Inheritance Tax: How does
the UK compare internationally?

08/10/24

Financial articles

2 important tax considerations if
you’re returning to work after retiring

News

Award-winning Chartered financial planners

Lifelong financial advice

Our vision and values

Does this sound like you?

Working and building up wealth

Saving for retirement

Retiring now

Enjoying retirement

Passing on wealth

Corporate business owner

Planning for later life

Buying, remortgaging or letting a home

01

Initial meeting

02

Gathering information

03

Research and analysis

04

Presenting our plans

05

Implementing your plan

06

Reviewing your progress

What will your journey with us look like?

Our team leads the way

David Adams

Lisa Baker

James Barrett

Howard Barnes

Alex Bell

Sarah Brine

Ella Budd

Emma Calvert

Tony Campbell

Jennifer Candy-Jones

What our clients say

Your Autumn Budget update – the key news from the chancellor’s statement

Investment Update – September 2024

Inheritance Tax: How does the UK compare internationally?

2 important tax considerations if you’re returning to work after retiring

Stay up to date

Sign up to our newsletter

Working and
building up wealth

Saving
for retirement

Retiring
now

Enjoying
retirement

Passing
on wealth

Corporate
business owner

Planning for
later life

Initial
meeting

Gathering
information

Research
and analysis

Presenting
our plans

Implementing
your plan

Reviewing
your progress

Your Autumn Budget update – the
key news from the chancellor’s statement

Investment Update
– September 2024

Inheritance Tax: How does
the UK compare internationally?

2 important tax considerations if
you’re returning to work after retiring