About Us
Skerritts are a firm of Independent Financial Advisers (IFAs) and Wealth Managers, dealing with all areas of financial planning, serving both individuals and business owners.
Our head office is based in Hove and we are a fast-growing team just over 50 people. Over the past few years, we have purchased a number of companies throughout the South East and now serve about 35,000 clients.
Our plan to grow
In February 2021, Sovereign Capital Partners made a significant investment in Skerritts that will support the company to grow and develop through a strategy of organic and acquisitive growth across the whole of UK. Our Founder and CEO Richards Skerritt said:
“Sovereign’s investment and expertise in financial services gives us a fantastic opportunity to accelerate our growth ambitions and enhance our capabilities. I am very proud of the business which I established over 30 years ago from my home office. As a team, we are dedicated to provide the highest level of care to all our clients. We look forward to further enhancing our capabilities and continuing to deliver the same level of service and care we are recognised for by our customers”
In addition, Andrew Fisher was appointed Non-Executive Chair; Andrew has an excellent track-record in wealth management, having been CEO of Coutts & Co and CEO of Towry Group.
Find out more about our acquisitions here >
Our identity
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Our mission
Our mission is to provide enduring financial advice to support our clients’ financial future goals, aspirations and ambitions.
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Our people
Every single member of the team matters, we all play our part in making Skerritts an outstanding company and place to work.
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Our culture
Skerritts is a family-led business that seeks to create a warm company culture that allows everyone to feel at home, thrive and become the best version of themselves. We do this by being professional, doing the best for our client’s future financial welfare, and having fun in all that we do.
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Our core values
A will to win
We work hard and have ambitious plans for the future to be the best in a competitive industry.
Above and beyond
We have always gone and will continue to go the extra mile to support our clients with their future financial aspirations and support, mentor and help each other.
Warm and friendly
We have a welcoming atmosphere and are always helpful, caring and understanding towards our clients and colleagues.
Dependable
We are committed to always being a safe pair of hands for our clients and someone they can rely on.
The Skerritts Way
Everyone has their very own unique set of dreams and obligations which can change over time. The difficult part is understanding how to get there and putting a plan in place to achieve this. The choice of investment route to meet these goals can add a further complication. We pride ourselves in helping our clients navigate this journey and we are with them all of the way.
It is important that you know what to expect in terms of the services we provide, and that you understand our commitment to you in the provision of those services. We intend to be professional, clear, and fair in our dealings with you and will always ensure that any service or advice provided is in your best interests.
Our advice process comprises five key stages and is designed to help identify the most appropriate range of solutions aligned to achieving your financial objectives. Our customer remains at the heart of the process at all stages.
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Download our brochure
If you want to learn a bit more about us, what we do and how we can help you create a financial plan for the future, download our brochure to find out more. Please get in touch with any questions, we are always happy to help.