Why Choose Skipton Financial Advisers?

Whether you’ve got a portfolio or you’re new to the idea of investing, the benefit of experience is always an advantage.

We’ve been helping customers make decisions about investing since 1988, when we established Skipton Financial Services Limited. This was a wholly owned subsidiary sharing our values. In August 2016 Financial Advice became a fully integrated service within the Society.

At Skipton, your needs come first; we’re committed to providing an excellent, personalised service. In an ever-changing market, our financial advisers are always up to speed. They’ll assess your situation and explain everything fully. They’re happy to let you make decisions at your own pace, with no obligation for you to act on their recommendations.

Two Ticks

Honest & truthful advice

We make recommendations based on what we believe is right for you, and make sure we fully explain our advice and any risks.

Stand out in the Crowd

Experienced advisers nationwide

We help thousands of customers make sound financial decisions, many of whom take our advice time and time again.

Conversation

We use plain English

Building a good relationship with you is important. We aim to keep things simple so you feel confident about our financial advice.

Financial objectives

You might be planning retirement or have already retired; you might want to provide for your family, or have another specific goal in mind – whatever stage you’re at, we can help.

Our services

We provide tailored financial advice to help you plan for retirement, as well as for inheritance tax planning and investing.

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.

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