Friendly, Independent Financial Advice for Life’s Big Decisions

Sussex-based adviser helping you plan, protect and grow your financial future with confidence.

At Skerritt Financial Planning, we believe good advice should feel personal, clear and reassuring.

Whether you’re preparing for retirement, investing for the future or protecting your family, we are here to guide you every step of the way. We take the time to understand what matters most to you, then build a plan that supports your goals today and long into the future.

A wide range of Financial Services

Investments

We help you build a sensible, diversified investment strategy that reflects your goals, your timeframe and your comfort with risk. We’ll explain everything in plain English and keep your plan under regular review.

Pensions & Retirement Planning

Retirement should be something to look forward to. We help you understand your pension options, make the most of your savings and create a plan that supports the lifestyle you want.

Protection & Insurance

Life is unpredictable, but your finances don’t have to be. We advise on life insurance, critical illness cover and income protection to help safeguard you and your loved ones.

Tax Planning

We help you make the most of available allowances and structure your finances efficiently, always keeping things simple and easy to understand.

Why use Skerritt Financial Planning?

Independent, whole‑of‑market advice.

A client comes first approach to everything we do.

Transparent fees and clear explanations

Long‑term support and regular reviews

What Previous Satisfied Clients Have to Say

Andy

His knowledge and professionalism really stood out, but it was his genuine willingness to help that truly impressed me. If you’re looking for someone who’s informative, personable, and genuinely cares about providing great service, Jack is your man.

Russell

I wanted someone who could overview my family’s finances…Jack has been that person. He’s always there to help and discuss things with. Really appreciate his input and insights.

Ashley

Jack reviewed our circumstances, took us through our issues and risks and then, based on our circumstances, needs and recognising our appetite for risk, put together a series of recommendations which have made us more in control and confident of our future. An important part of this has been ability to clearly explain what he proposes and why. He has become a trusted adviser who I would recommend to anyone.

Terry

He has been very proactive and always available for advice. He has helped develop my investments and pension and has provided a easy to understand update.

Pam

Ive always found Jack to be very helpful and approachable, irrespective if it was when I had my initial capital sum to invest or just my ongoing small amounts in ISA’s. He takes the time to fully understand my circumstances and what it is I’m actually trying to achieve. He then explains the options available to me in easy to understand language and more importantly, unlike other financial institutions in the past, I’ve never felt pressurised to proceed unless i feel fully comfortable with the proposal.

Mark

Jack was not my initial FA, however, he has taken over seamlessly and provides a good level of information and advice. He is very approachable and deals with activities quickly.

David

Jack has been great offering advice on financial planning, investments and tax planning. We also had an inheritance that Jack offered advice on

Alan

Jack’s advice has always been clear and concise, he looks at matters from all angles to ensure the best outcome.

Robert

He is very personable and realizes my own professional qualifications and therefore listens to what my thoughts are

Pat

Jack has always ensured he gives me the best advice to meet my personal needs and I am very appreciative that he’s happy to come see me in person. I consider that very kind

Sarah

He’s been great; friendly, professional and clearly knows his stuff

Tim

Very attentive, he knows I am keenly interested in the performance of my pension.

Mick

Great advise and easy to talk to

Kirsti

He explains things really clearly and concisely.

Yvonne

Explaining my questions thoroughly as it was something I hadn’t had to deal with before, knew and understood my moderate goals

Tim

Jack has always offered excellent advice together with clear explanations. Investments well matched to my risk profile