Expertise
- Inheritance Tax Planning
- Wealth Management
- Pensions
- investment planning
- Investment
- ISA's
- Insurance
- Business Relief Investments
- Trusts & Estate Planning
- Offshore Bonds
- Onshore and offshore Bonds
- Tax Planning
- Business Exit
Summary
I’m a Sussex based Chartered Financial Planner who likes to keep things simple, relaxed, and genuinely helpful. No stiff suits, no confusing jargon, just relaxed conversations about what you want your money to do for you.
Experience
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Skerritt Financial Planning
Founder and Chartered Financial Planner
- Current
Education History
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Manchester University
2016 - 2019
Qualifications
Advanced Diploma in Financial Planning (Chartered Financial Planner award) with the CII
Award in Long Term Care Insurance with the CII
Certificate in Discretionary Investment Management with the CII
