Skerritts — Friendly financial advice

We are Independent Financial Advisers and Wealth Managers focused on providing lifelong financial advice to aid the realisation of our clients’ long term financial objectives. 
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.

 

The right financial planning partner for you

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

 

  • Meet our team

    We truly believe our team is our biggest asset, and we are all dedicated to providing the highest level of care to all our clients.

    The people behind Skerritts >>

  • What our clients say

    With a strong focus on helping our clients, it's great to hear we have made a difference. See what they say about our service...

    Read our client testimonials >>

  • How we can help you

    We are dealing with all areas of financial services and have a team of experienced advisers to assist you. 

    Learn more >>

 

 

  • How our advisers work

    Our advisers 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 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.

    Learn more >

 

 

  • Get the latest financial 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 and mortgages.. 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.

    Go to our blog >

 

 

  • Speak to a Financial Adviser 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 Meeting Request a Callback

 


Awards & Accreditations

  • 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.