Financial Planning & Advice

Who needs advice?

Giving everyone the right financial help. It's our financial advice mission.

We believe good financial advice should be available to more people. It shouldn’t just be for the wealthy few or a solution that’s the same for everyone. But advice you can trust that’s designed around your life, your goals and your future

Here's how we are doing financial advice

For you. Not just for the select few.

  • Accessible to more people
  • Available in branch, video link or at home
  • Everything explained in plain English
  • You only pay if you act on our recommendations.
Not just for the select few

Advice done differently.

  • For beginners and experienced investors
  • Three levels of advice
  • No pressure to act.
See what we're doing differently

Your life. Your goals.

  • Planning retirement?
  • Supporting the kids?
  • Just starting out?
  • Personalised plan that’s unique to your goals.
Take inspiration from our stories

Financial advice for the important things in life

There's more to financial advice than simply sorting out your money. We want to help you grow yours. But investing isn't the same as putting your money into a savings account. It puts your capital at risk because the value can go down as well as up and you might get back less than you originally invested. See why some of our customers are choosing our help.

Got a question? Give us a call

Have a chat with us to find out if you might benefit from financial advice. We’ll get to understand you and your goals. If we both agree financial advice is suitable for you, we’ll book you an appointment with one of our advisers.

Call us

0800 731 5342

Alternatively you can request a call back or chat to us online with webchat.

Three levels of financial advice - personalised to your needs

Straightforward needs

Focused on a specific investment goal, from investing regular monthly amounts to lump sums.

Multiple needs

For diverse financial needs that require a deeper review of your goals and a wider discussion on your approach to investing.

Complex needs

For those who have a large amount of investments with a variety of intricate financial needs.

What might you need financial advice for?

Retirement planning

If you’re thinking about retirement, approaching retirement or already enjoying it, we’re here to help you make the most of your money.

Retirement planning

Pension planning

Paying into a pension can be a great way to save for retirement. But are you making the most of yours? There might be other things you could be doing now to give your pension pot a boost.

Pension planning

Investment Planning

Whether you’re new to investing or have an established portfolio, we’ll provide as much or as little support as you need. We’re here to help.

Investment planning

Inheritance tax planning

We’ll explain what it is, when it comes into effect and how to distribute your estate in the most tax-efficient way.

Inheritance tax planning
Our recommendations are likely to include stock market-based investments. These are not like bank and building society savings accounts as your capital is at risk and you may get back less than you invested. The value of your investments and any income from them may fall as well as rise.

Financial advice frequently asked questions

During your initial conversation, which is free, we’ll establish if you might benefit from financial advice. If we agree you will, we’ll book an appointment with one of our advisers.

Following this meeting, your adviser will create your personalised plan. You’ll only be charged if you decide to go ahead with it.

No two plans are the same, so the amount you pay will be unique to you. We’ll agree everything up front.

If you’re looking to invest a regular amount of over £500 or have a lump sum of around £20,000, our financial advice could be right for you.

However, we know everyone is different, so the best thing to do is to talk to us about what you’d like to achieve and we’ll take it from there.

We’re on a mission to give everyone the right financial help. So call us on 0800 731 5342 or visit your local branch to see if we could help you too.

When it comes to financial advice, you have a choice between independent or restricted advice. Skipton Building Society is a restricted advice provider rather than an independent adviser. Our in-house research team has scoured thousands of investment funds across a range of providers, to deliver the wide selection our advisers offer.

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