Mercier Allen & Associates Ltd

Our Story

Established over 30 years ago, Skerritts has been empowering individuals and families across Britain to achieve financial clarity and security. As an award-winning team of Chartered financial planners, we provide unwavering support and tailored guidance to navigate every stage of your financial journey.

What Sets Us Apart

We believe in a client-centered approach, where your goals and aspirations are at the heart of everything we do. Our dedication to:

• Going above and beyond: We go beyond simply offering advice, to actively supporting and motivating you.
• Providing enduring advice: We build a lasting relationship with you, reviewing and adjusting your plan over time to ensure it remains relevant and effective.
• Giving back to the community: We are committed to financial education, providing workshops and resources to empower individuals to take control of their finances.
• Remaining dependable and accessible: We are always available to answer your questions and address any concerns you might have.
• Being warm and inclusive: We value diversity and create a welcoming environment where everyone feels comfortable sharing their financial story.

Our Vision

Our vision is to empower every individual to achieve financial freedom and live a fulfilling life. We believe everyone deserves the opportunity to build a secure and prosperous future.

Our Services

We offer a comprehensive range of services to meet your unique needs at every stage of life. These include:

• Financial planning: Creating a tailored plan to achieve your financial goals, taking into account your individual circumstances, aspirations, and risk tolerance.
• Investment management: Comprehensive advice on building and managing your investments for optimal growth and security.
• Retirement planning: Strategies to maximize your pension contributions, take full advantage of tax relief, and plan for a comfortable retirement.
• Tax planning: Guidance on minimizing your tax liabilities and maximizing your wealth.
• Inheritance planning: Creating a robust and legally binding plan to ensure your wealth is protected and distributed according to your wishes.

Your Journey

Every individual's financial journey is unique. We believe in a personal and collaborative approach, working alongside you every step of the way. Our dedicated team of experts will guide you through the process, ensuring you feel empowered and confident in your financial decisions.