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Skerritt Consultants Limited

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Skerritt Consultants Limited

Overview:

Skerritt Consultants Limited is a firm of Independent Financial Advisers (IFAs) and Wealth Managers, dealing with all areas of Financial Services. Our head office is in Hove and following the recent purchase of a company we now also have offices in London.

Over the past few years we have purchased a number of companies throughout the South East and now have a client bank in excess of 25,000 clients.

We are now one of the few firms in the South East to hold Discretionary Investment Management status, and our financial advisers are regularly quoted in the Press and have appeared on television and radio.

Established in 1990, Skerritt Consultants Limited is regulated by the FSA – number 163291 and is a MIFID firm.

In May2008, we obtained permission from the FSA to operate on a Discretionary Investment Management basis. This meant an increase in our capital adequacy and an appropriate sum is maintained in a seperate bank account to meet this requirement.

Skerritts Wealth Management

Skerritts Wealth Management is a trading style of the main company Skerritt Consultants Limited, and is responsible for our Discretionary Investment Management service.

Skerritts Wealth Management is a highly professional service designed to take the worry from the shoulders of investors. By accessing the very best research material available and frequent meetings with fund managers, we actively monitor and adjust client’s portfolios to take advantage of opportunities and control risk.

We offer an advisory or full discretionary investment management service, according to a client’s or trustees’ requirements. We work solely on a fee basis through wrap platforms.

With our discretionary service, an Investment Manager will initially asses a client’s financial circumstances, discuss their investment objectives, and then design a portfolio suited to their investment objectives and risk profile.

Future investment decisions are then left in the hands of the Investment Manager but they are always available should clients or trustees wish to discuss investment decisions or have any questions. Through our service standards we are committed to issuing valuation statements every six months, together with annual consolidated tax certificates and capital gains tax statements to assist with tax returns.

(Please note that the Financial Services Authority does not regulate taxation advice).

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