Skeltons Wealth Management are a privately owned family firm of Professional Financial Advisers based in Hertfordshire. We provide personal face-to-face investment, pension and financial planning advice. Based on this principle, we build strong, trusting and lasting relationships with our clients.
The majority of our clients come to us as referrals from our existing clients or through our professional connections with accountants or solicitors. We believe our services are most appropriate for individuals, families, trustees, small business owners and professionals, who want to take control of their financial future.
We offer a range of services to private clients and small businesses, helping them plan for the future:-
Private Client Services
- Investment advice
- Trusts and estate planning (Inheritance Tax)*
- Pensions and retirement planning
- Life Assurance
- Critical Illness
- Income Protection
Small Business Services
- Business Protection
- Retirement options advice
- Financial Planning for Directors
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*Trusts are not regulated by the Financial Conduct Authority.