Mercier Allen & Associates

Our Story

Skerritts boasts over 30 years of experience in providing tailored financial planning and investment management services to individuals and businesses. We hold both Chartered and discretionary investment permissions, signifying our commitment to the highest ethical and professional standards.

What Sets Us Apart

We go beyond simply offering financial advice. We take the time to understand your individual financial goals, aspirations, and anxieties. Our personalized approach considers your unique circumstances, risk tolerance, and financial situation to create a bespoke plan that aligns with your aspirations.

Core Values

Our values underpin our approach to financial planning:

• Enduring Advice: We provide stable and long-term guidance to support your financial journey.
• Giving Back: We actively contribute to our community by offering workshops and educational resources.
• Dependence & Accountability: We hold ourselves accountable to the highest ethical standards and client confidentiality.
• Warm & Inclusive: We foster open, honest communication and create a welcoming environment for all.

Our Services

We offer a comprehensive suite of services spanning all aspects of financial planning, including:

• Wealth Planning: Goal setting, investment management, retirement planning, inheritance planning.
• Retirement Planning: Contributing strategies, tax optimization, annuity selection, drawdown planning.
• Savings & Investments: Portfolio management, regular reviews, risk assessment.
• Business Planning: Succession planning, corporate finance, employee benefits.
• Life Planning: Estate planning, inheritance guidance, vulnerable person planning.

Your Journey

Every individual's financial journey is unique. We take a collaborative approach to understand your aspirations and develop a tailored plan that meets your specific needs. We guide you through every step, offering regular reviews, adjustments, and ongoing support.

Meet Our Team

Our experienced and qualified team is dedicated to providing you with exceptional guidance and personalized attention. Get to know the individuals who will be by your side every step of the way.