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Wealth Management

Medifinance Wealth – no jargon, straightforward and smart holistic advice

Medifinance Wealth is underpinned by the advice offered by Skerritt Consultants Limited. Skerritts, a Chartered Financial Planner, have provided advice to individuals and companies since 1992. We have a team of friendly and trustworthy highly skilled generalist Independent Financial Advisers supported by specialists in all areas of planning.

Medifinance Wealth are pleased to offer all prospective clients a free initial 1 hour consultation to find out more about your personal and/or business needs. Our planning thereafter is all about you and/or your business and we prefer to develop long and prosperous relationships built around a philosophy of trust and re-assurance.

Investment Management – dedicated in-house team of professionals

Skerritts award winning in-house team based in Hove and are proud of their 10-year track record. The investment landscape is an ever-changing one and it is our job to know it inside out, and to put our knowledge into practice by managing investments on a discretionary basis. This effectively means that we try to have your money in the right place at the right time. We run a range of model portfolios and funds, most aiming for capital growth but some concentrating on the provision of a consistent and attractive level of income. Our investment range caters for investors who have different risk levels to accommodate different strategies to meet various objectives and needs.

Medifinance Wealth is a trading name of Skerritt Consultants Limited. Skerritt Consultants Limited are Authorised and Regulated by the Financial Conduct Authority