Country
State
Cities
Brighton Based Independent Financial Advisors
1990
< $25/hr
10 - 49
United Kingdom
Skerritt Chartered Financial Planners are a firm of Independent Financial Advisers (IFAs) and Wealth Managers, dealing with all areas of Financial Services. As well as our head office in Hove we also have offices in London at the heart of the City, Worthing and Chichester.
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"Skerritt House 23 Coleridge Street Hove East Sussex BN3 5AB" Eastbourne East Sussex United Kingdom BN3 5AB
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What kind of financial services does Skerritt Consultants provide?
The firm specializes in independent financial planning and investment management. Services include retirement planning, inheritance tax planning, pension advice, and comprehensive wealth management tailored to individual goals.
Where are the offices located?
The main office is located in Hove, East Sussex. The firm also maintains a presence in London to serve clients across the region.
Is the firm authorized to provide financial advice?
Yes, Skerritt Consultants Ltd is authorized and regulated by the Financial Conduct Authority (FCA). This ensures that all advice provided meets strict regulatory standards for consumer protection.
Does the firm offer investment management services?
Yes, the firm provides discretionary investment management services. This allows the team to manage portfolios actively on behalf of clients, ensuring investments align with specific risk profiles and long-term objectives.
How does the firm approach retirement planning?
Retirement planning involves a thorough review of existing pension arrangements, tax-efficient withdrawal strategies, and long-term cash flow modeling to ensure clients can maintain their desired lifestyle throughout their retirement years.
Can the firm assist with inheritance tax planning?
Yes, the team provides expert guidance on inheritance tax mitigation. This includes reviewing estates, utilizing available exemptions, and structuring assets to help preserve wealth for future generations.
What is the typical client profile for this firm?
The firm works with a diverse range of clients, including private individuals, families, and business owners who require professional guidance on complex financial matters, wealth preservation, and investment strategy.
How can a new client get in touch for an initial consultation?
Prospective clients can contact the firm by calling the Hove office directly, emailing the team, or filling out the contact form available on the official website to arrange an initial meeting.
Does the firm provide advice on corporate pensions?
Yes, the firm offers services for business owners and employers regarding corporate pension schemes, helping them navigate regulatory requirements and provide valuable benefits for their employees.
What is the philosophy behind the investment strategy?
The investment philosophy centers on a disciplined, research-led approach. The firm focuses on long-term growth, risk management, and diversification to help clients achieve their financial goals while minimizing unnecessary exposure to market volatility.
Are the financial planners qualified professionals?
Yes, the firm employs highly qualified financial planners who hold professional certifications and adhere to high standards of integrity and competence within the financial services industry.
How does the firm stay updated on financial regulations?
As an FCA-regulated entity, the firm maintains rigorous internal compliance procedures and continuous professional development to ensure all advice remains current with evolving tax laws and financial regulations.
Does the firm offer bespoke financial advice?
Yes, every financial plan is tailored to the specific needs, circumstances, and objectives of the individual client rather than using a one-size-fits-all approach.
Can the firm help with life insurance or protection needs?
Yes, the firm provides advice on various protection products, including life insurance and critical illness cover, to ensure that clients and their families are financially secure in the event of unexpected circumstances.
Is there a charge for the initial meeting?
The firm typically offers an initial consultation to discuss requirements and determine how the services can best assist a potential client. Details regarding specific fee structures are provided during this initial discussion.
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