Skerritts is a firm of wealth managers and chartered financial planners based on the south coast and London. Established in 1990 by CEO Richard Skerritt, the firm has grown steadily, year on year, by acquisition and organically.
Skerritts launched a range of Oeics in 2018, four risk-rated growth funds and one income fund. It also recently added an ESG fund.
Skerritts has won a number of awards over the years, including IFA of the Year, Technology IFA of the Year and the Citywire New Model Adviser award for the South East for nine of the last 10 years.
The firm sees itself as client-focused and technology-based to give a range of clients the levels of service and investment they need. Skerritts is starting to see other IFA firms using the open-ended investment companies it has launched, especially the VT Esprit Sustainable Growth fund.
Although based in the South East, Skerritts’ clients span the world and cover all areas of financial planning and investment, which gives clients a holistic service.