Discretionary Service
Skerritts Wealth Management is a personal service designed for Private Clients with Investment and Pension Portfolios. We will assess your risk and investment objectives and ensure that your monies are appropriately invested in either a bespoke portfolio or in one of our Model Portfolios designed by our investment managers.
We believe that active management is the key to success in today’s difficult financial environment, and that flexibility is a vital ingredient, which is why we utilise wrap platforms where there is also transparency for both switching and charges.
Wealth Management – Discretionary Service
If the financial crash of 2008 taught us anything, it was that things can change totally overnight. One day the bank was the safest place to keep your cash. The next no one knew who to turn to as banks’ and others’ share prices collapsed before our eyes.
Most people run their investments on an advisory basis. This means that your adviser needs your written permission before making any changes to your portfolio. Often, there just is not the time to do so, so investments are held longer than they ought to be or opportunities are missed.
Skerritts Wealth Managers are discretionary managers, meaning that we can change investment portfolios as we see fit at the touch of a button. You leave the decision-making to us.
We tend to be risk aware too, as we have our own, and our families’ and colleagues’ money to look after as well. We want to remain popular!
