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Financial Advice

Could financial advice help you?

Perhaps you’re looking to boost your income during retirement, hoping to leave a strong legacy for your loved ones, or simply aiming to grow your savings.

We can talk about your personal goals and help you consider if investing would suit your circumstances and aspirations.

  • With interest rates low, it’s a real challenge to grow your savings over the long-term – we can help you consider other options in addition to your building society savings.
  • There are different levels of risk you can take with your money – we’ll help you understand your personal feelings towards risk and reward.
  • Over the years your situations and priorities may change – if you need us, we’ll be here to support you.

99% of our financial advice customers did not feel under any pressure to take a product they didn’t want or need.

Source: 951 customers surveyed October 2017-March 2018

The advice is exceptionally helpful for people who know little about investments... having that helping hand and advice has been absolutely vital to me in terms of how I look at my financial planning.

Financial advice customer Mr McNaboe, Lancashire

We can offer advice on...

Investing

We’ll help you invest in a way you understand and feel most comfortable with.

Investment planning

Pensions

Building an affordable retirement takes careful planning. Through our expertise, we’ll guide you in the right direction.

Pension planning

Inheritance tax

We can help you ensure that as much of your legacy as possible is passed onto your loved ones.

Inheritance tax planning

Why invest with advice from Skipton?

We’re proud to have offered a financial advice service for 30 years and have helped thousands of customers make plans. We're right here to do the same for you.

Why invest with advice from Skipton?

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. Inheritance tax thresholds depend on your individual circumstances and may change in the future. Some areas of inheritance tax planning are not regulated by the Financial Conduct Authority.

Important information

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.

Call now for a free consultation

For more information on our service and to find out whether you could benefit from financial advice, call our specialist team today for a free consultation over the phone. Find out if you could benefit from financial advice. Call today for a free telephone consultation.

0800 731 5342 Request a call back

*To help maintain service and quality, some telephone calls may be recorded and monitored.

Site intended for UK residents only. Skipton Building Society is a member of the Building Societies Association. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, under registration number 153706, for accepting deposits, advising on and arranging mortgages and providing Restricted financial advice. Principal Office, The Bailey, Skipton, North Yorkshire, BD23 1DN.

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