Investment for Retirement
Skerritts Wealth Management will provide a holistic approach to your retirement solutions. We will research your existing pension plans and investment portfolios and provide you with all your retirement options.
Our initial interviews will determine your attitude to risk and we will provide you with a detailed financial report, listing the pros and cons of the various options available to you.
Our sister Company- Skerritt Consultants Limited- has an expert team of Pension specialists, and they will recommend the correct Pension Plan for your circumstances, whilst we will look at the investment element of the Plan.
We also work closely with local solicitors and accountants to ensure that Inheritance Tax and Trust planning are also considered when giving advice.
