Welcome to Skerritts

We are Independent Financial Advisers and Wealth Managers focused on providing financial planning and investment advice to a broad range of high net worth individuals, directors, trustees, companies and staff.
Skerritts is one of the few firms in the South East to hold Chartered Financial Planning and Discretionary Investment Manager status. We are authorised and regulated by the Financial Conduct Authority and committed to the highest levels of customer advice, service and technical support.

 

Why Choose Skerritts?

We have over 30 years of experience helping clients across the South East and now serve over 35.000 clients
Multi-award-winning company with 11 champion titles from the New Model Adviser
Ranked top 100 three years in a row by the FTAdviser
We hold a Discretionary Investment Management status which enables us to handle our clients' investments with the highest level of efficiency
The Skerritts Way — our clients remain at heart in everything we do
Learn more about us

 

  • Investments

    Our in-house investment team has a strong track record of managing portfolios with an active and disciplined approach.

  • Financial Planning

    Financial planning is a long-term approach to managing your finances. Financial planning helps you achieve your goals and ambitions while at the same time giving you peace of mind and providing security in times of uncertainty.

  • Mortgages

    Finding your perfect home is hard enough without struggling to obtain the finance necessary. Our Mortgage team recognises this fact and we aim to make the process as painless as possible for our clients.

 

How Our Financial Planners Can Help You

Our financial planner will work with you to identify personal and business objectives and build a bespoke plan to help you achieve these. Your financial plans are not set in stone and as we continue to build on our relationship with you, we will update and amend them as circumstances change.

We believe that financial planning is more than just money, it’s about the life you want to lead, your goals and ambitions. We therefore focus on developing a long-term strategy to assist you with achieving your financial life goals. Put simply, we help people like you find the answers to your important financial questions.

 

  • Speak to a Financial Advisor Today

    Skerritts provides friendly, impartial advice on an extensive range of financial solutions, tailored to meet your specific financial needs through a team of highly qualified and professional financial advisers.  

    Arrange a MeetingRequest a Callback 

 

  • Read Our Latest News on Our Blog

    We publish a series of articles and news updates on our blog every month on trending topics in the world on financial planning, mortgages, and lifestyle. We also share a monthly investment update from our investment team that gives you a bite-sized analyse including the most significant events from the past month.

    Visit our blog

 


Awards & Accreditations

We are proud of the accolades we have achieved with our commitment to high standards and quality service.

 

  • We are proud to have won the New Model Adviser award for ten times within the last eleven years.

    Financial planners are judged on professional qualifications, growth in turnover and the proportion of money they earn as recurring income, as opposed to upfront product commission. 

  • We are awarded corporate Chartered Financial Planners status by the Chartered Insurance Institute (CII). This is a highly-prestigious designation with demanding qualification criteria. It signifies to our customers and partners that we are very serious in our pursuit of the highest standards, as well as confirming that we have a commitment at the highest level to professional qualifications our adherence to ethical good practice.

  • We are proud that one of our Directors is accredited by Resolution’s Specialist Accreditation Scheme. Resolution’s 6,500 members are family lawyers and other professionals in England and Wales who are committed to the constructive resolution of family disputes.