Skerritts

We want to take a moment to congratulate one of our longest-serving team members, Zoë Ealey, who celebrated an incredible 23 years with Skerritts last week. We’re so fortunate to have you with us—thank you for the brilliant work you do every day 🎉 #workanniversary #employeemilestone #headofmortgages

🔃 Download our latest guide 🔃 Retirement is more than just the end of your working years—it's the beginning of a new chapter filled with possibilities. Whether you're approaching retirement or already there, now is the perfect time to focus on creating a comfortable and secure future ⏳ . Our latest guide focuses on generating income from defined contribution (DC) pensions, also known as "money purchase" pensions, that you've built up during your career. Have a look through our guide below ⬇️ or head to our website to download the full guide: https://lnkd.in/eYzj3T2k

🔍 Preparing for the Upcoming Budget: Here’s How We Can Help! 📊 On 30 October, the Chancellor will deliver her first Budget, laying out fiscal plans amidst a challenging financial landscape. With warnings of tough decisions to address the £22 billion "black hole," we know many are feeling uncertain about what’s ahead. While we await details, we understand that making decisions based on speculation isn’t feasible. That's why we want to reassure you that we’re here to support you through these changes. 🗓️ In the afternoon of the Budget announcement, we’ll provide you with a concise update highlighting the key points and potential implications of any reforms introduced. 📥 To opt-in for our Budget update, simply register for our newsletter https://lnkd.in/eqAHDNfA #Budget2024 #FinancialPlanning #Support #LabourBudget

🌍 Inheritance Tax: How Does the UK Compare Internationally? 🌍 When it comes to inheritance tax, the rules and rates can vary significantly from country to country. But how does the UK's inheritance tax system stack up against the rest of the world? 💡 In our latest blog post, we break down the key differences between the UK's inheritance tax policies and those of other countries. Whether you're planning your estate or simply curious about the global landscape, understanding these comparisons can help you make more informed decisions about your legacy. 👉 Read the full article here: https://lnkd.in/gNXXzhzb

📊 Monthly Investment Update 📊 Charlie Lloyd and Wayne Nutland, CFA are back with another Investment Update, breaking down last month's key headlines from the global markets. View the full update on our website 👉 https://lnkd.in/eiviZjHa

Have you been keeping up with Citywire's Wealth CEO Summit 2024? In today’s episode, the panel discuss how investing in technology is key to staying competitive. Tune in to hear our CEO, Paul Feeney, share insights on our digital-first Wealth Builder service.

We are thrilled to welcome Grant Hotson as the new Chief Financial Officer at Skerritts 🎉 Grant brings an impressive 25+ years of experience in financial services and a strong track record across asset and wealth management. His previous leadership roles as CFO at Ignis Asset Management, Smith & Williamson, The Openwork Partnership, and his role as Deputy CFO at abrdn Asset Management, highlight his wealth of knowledge and expertise. Prior to these roles, Grant spent 10 years in public practice, focusing on financial services audit and consultancy, both in the UK and internationally. He is also a proud member of the Institute of Chartered Accountants of Scotland. We are excited to have Grant on board as we continue to drive Skerritts growth and success! Welcome to the team, Grant! 👏 #Leadership #CFO #WealthManagement #FinancialServices

💰 Join the Pension Treasure Hunt and Discover Your Lost Savings 💰 Did you know there’s an estimated £19.4 billion sitting in lost or forgotten pensions? Tracking down your lost pension pots could unlock valuable savings that boost your retirement plans. In our latest blog, we explore how you can embark on a “pension treasure hunt” and locate missing pensions, make sure you don't miss out! 👉 https://lnkd.in/eU7AXf_J

This Friday we have four of our courageous staff (known as the dream team ⭐ ) taking on the challenge of the Vanguard Tough Mudder Takeover. The challenge is 5 kilometres, 20 obstacles with over 1000 people. Our team will be raising donations 💸 for Grassroots Suicide Prevention, an amazing charity that raises awareness and funds to remove the stigma around suicide and keep more people safe from suicide. To support our team, visit our Just Giving page below, remember that Skerritts will match your donation 💚 GO team Skerritts 🏃♂️ 🏃♀️ 🏁 https://lnkd.in/e77qgh6Q

📣 Exciting News 📣 We’re thrilled to announce the latest step in our growth journey. Skerritts has received regulatory approval for the acquisition of Harrogate-based Ellis Bates Financial Advisers, which will further strengthen our national presence and accelerate our mission to become Britain’s Premier Chartered Financial Planner. With this acquisition, we bring Ellis Bates' 40 years of experience and over £1 billion of AUM into the Skerritts Group, expanding our reach into the North of England. Together, we’re committed to providing exceptional financial advice and helping clients across the UK achieve their long-term financial goals. Read the full press release here 👉 https://lnkd.in/efkrVuNA