Skerritts is a successful Independent Financial Advisory (IFA) and Wealth Management business providing clients with financial planning and investment management services. Sovereign has backed the management team to support their growth ambitions and deliver an even greater UK presence through a strategy of Buy & Build.
Skerritts provides financial planning and investment management services, and looks after c.4k private clients as well as corporates. Headquartered in Hove, South Coast of England, and with an office in the City of London, the business has a team of c.40 staff.
Skerritts manages c.£1bn of client funds. Their discretionary service is delivered through the company’s in-house investment management solutions; these include a range of Model Portfolio Strategies and Open-Ended Investment Funds. In addition, Skerritts will be delivering a white label platform solution through platform technology company Hubwise, further developing its vertical integration opportunities.
Sovereign has backed the management team to support their growth ambitions and deliver an even greater UK presence through a strategy of Buy & Build.
Sovereign’s investment and expertise in financial services, gives us a fantastic opportunity to accelerate our growth ambitions and enhance our capabilities. As a team, we are dedicated to providing the highest level of care to all our clients. We look forward to further enhancing our capabilities and continuing to deliver the same level of service and care we are recognised for by our customers.
Richard Skerritt / Founder & CEO / Skerritts