Welcome to Wealth Management
Skerritts Wealth Management is designed to take the worry from the shoulders of investors who have a portfolio of investments. Using the very best research material offered by the market, we will actively manage your holdings and offer you either an advisory or a full discretionary service, according to your requirements.
With our Discretionary Service, you will leave any future investment decisions in the hands of your adviser. You will agree your investment objectives with him, and once he is fully informed as to your personal and financial circumstances, an appropriate investment strategy will be agreed with you, which will be monitored and amended on a regular basis.
You can contact your adviser at any time to discuss matters, and will be sent half-yearly valuations and statements. There are also many add-on services available, such as the provision of annual consolidated tax certifi cates and capital gains tax statements to assist you with your tax affairs.
