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 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

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

I would describe Skerritts as reliable, efficient, honest, kind and transparent.

Mrs Stevenson

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

Mrs Follows

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

Mr James

12/04/24

Financial articles

Could you face an unexpected bill now
the Capital Gains Tax allowance has halved?

12/04/24

Financial articles

How financial protection could
offer security to parents

12/04/24

Financial articles

Running out of money tops retirement concerns,
but financial planning could bring peace of mind

12/04/24

Financial articles

Retirement planning: Bringing together
your goals and finances

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

Sarah Brine

David Adams

Lisa Baker

James Barrett

Howard Barnes

Alex Bell

Ella Budd

Eunice Chan

Louise Conway

Geoff Croden

What our clients say

Could you face an unexpected bill now the Capital Gains Tax allowance has halved?

How financial protection could offer security to parents

Running out of money tops retirement concerns, but financial planning could bring peace of mind

Retirement planning: Bringing together your goals and finances

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

Could you face an unexpected bill now
the Capital Gains Tax allowance has halved?

How financial protection could
offer security to parents

Running out of money tops retirement concerns,
but financial planning could bring peace of mind

Retirement planning: Bringing together
your goals and finances