Investing is a marathon

not a sprint.

If you have questions about your long-term financial future, our team of advisers can help.

Invest with confidence

Our team of financial advisers have helped thousands of our customers review their plans and invest in a way that suits their circumstances. We’re right here to do the same for you.

If you're prepared to accept the risk that your money could go down in value, investing offers you the chance to achieve better returns than regular savings accounts over the long term, but it’s important to build the right plans. We’ll look at what you want to achieve with your money – for example, long-term growth or to receive a regular income – and provide personalised recommendations. Your nearest Skipton financial adviser can outline the benefits and risks of investing.

94% of our financial
advice customers*
would recommend us to friends and family. Isn't it time to review your plans?

*Source: 3,403 customers surveyed March 2012 – April 2017

With nearly 30 years of experience helping customers invest, you can trust our tailored advice

It doesn’t matter if you’ve never invested before or have plenty of experience. We’ll take the time to get to know you, explain everything clearly, and offer advice you’ll be comfortable considering.

And for added peace of mind you should know there’s no pressure to act on our recommendations. You can take as long as you need to decide your next steps.

We select funds from across the market to help you make wise decisions for your money

Many people assume that investing money is all about stocks and shares. But we believe that, for many of our customers, it’s better to build a balanced portfolio that features a range of different investments.

So we’ll help you consider investing into funds linked to stock markets, alongside other types of assets like bonds, property and cash.

Don’t put off the future. It arrives quicker than you think

Ask for a free consultation over the phone to see if you could benefit from arranging a review with your local Skipton financial adviser. During the review, we’ll go at your pace and provide the help you need to make informed decisions about your future.

Our recommendations are likely to include stock market-linked investments. These aren’t like building society savings accounts, as your capital is at risk and you may get back less than you invest. The value of your investments and any income from them may fall as well as rise.

Call 0800 121 6834 to speak with a member of our team.

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