8th July 2009

Skerritt Consultants to power their growth using Ascentric

The Brighton and Hove-based financial planning firm Skerritt Consultants has announced the selection of independent wrap platform Ascentric to power the future growth of its wealth management business.

A privately owned company, Skerritt’s Consultants has over 25,000 clients nationally and in excess of £200 million in assets under influence. The firm has recently been on the acquisition trail buying Watkins Oram on the South Coast and London-based firm Huntington Investments Ltd.

The selection of Ascentric for Skerritts’ Wealth Management Service followed an extensive selection process. Skerritts and Ascentric are now working very closely to build a robust process for migrating assets without compromising their ongoing client servicing.

The wrap's ability to provide a consistent administrative and client process is enabling Skerritts to proactively move new and existing assets into a single, more flexible and cost effective environment.

Richard Skerritt, Managing Director at Skerritt Consultants, commented, “The people at Ascentric are dynamic and supportive, which, when backed by their market-leading technology, means that we can take our client services to the next level. Their technology service is not only cost effective but intuitive meaning that we can proactively move new and existing assets into a single, flexible environment. The Ascentric platform will be the engine behind our plans for growth.”

Richard Goodall, Sales Director at Ascentric said, “Skerritt Consultants is a growing firm of advisers that has very high expectations of technology, administration and service. We have been able to prove our value in each of these core areas and I firmly believe that our platform technology solution will blend perfectly with the service they offer to their clients.

For further information, please contact:

Ascentric
Dominic Ventham
Head of Marketing

Tel: 01225 787208
Mobile 07590 227039

Email:dominic.ventham@ascentric.co.uk