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Skecia Petrie

Financial Planning Consultant DipPFS in Birmingham

A little bit about Skecia

My approach to financial planning is simple: personable yet professional and client centred. I’ll ensure you’re heard and understood as we uncover what matters most to you and combine modern tools, to test your financial resilience and map your financial future. I’ll then translate your goals and priorities into a clear bespoke financial plan. Personalised for you now. Adaptable as your needs change.

Find out more about me below.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

General Insurance

Home contents insurance, buildings insurance.

Dental & Medical

Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Diploma in Financial Planning

  • The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.

Location

Skecia's location

Birmingham
United Kingdom

Skecia is located in Birmingham and offers expert financial advice across Birmingham, the West Midlands, Staffordshire & Warwickshire.

More about me

I advise individuals, couples, families, friends, freelancers, entrepreneurs and business owners across all areas of financial planning. This includes, but is not limited to personal and business protection, regular and lump sum investments, pensions and retirement planning.

Example reasons to get in touch:

  • Safeguarding assets and liabilities, leaving a legacy for loved ones, wanting to redirect any expenditure
  • Change in your circumstances e.g. new addition to your family, change in relationship or marital status, family health history, loss of a loved one
  • Review your savings, investments, pensions, protection plans and insurances
  • Inheritance, windfall, saving for a deposit, building wealth for your future
  • Financial health check to review where you are and where you want to be, making plans to achieve your short, medium and long-term goals

What to expect from me:

If you're reaching out about something specific, it usually has an impact on other aspects of your finances. It’s always helpful for us to have a wider conversation to understand your previous experiences, motivations and concerns. Wherever you are in your life stage, financial planning can be transformative for you and your loved ones. It can provide financial security by having the right amount of money, in the right hands, at the right time.

I bring a wealth of experience from the charity sector, higher education and financial services where I began advising in 2001. I have developed long-term relationships with a diverse range of clients and colleagues, through shared experiences, inclusive practices and effective communication.

Outside of work, I love spending time with family and friends, serving in my church and local community, live performances/events and staying active.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 April 2026.