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Financial Advice

Personalised advice

Plan for the future with financial advice you can trust

Why Choose Us?

Perhaps you’re looking to boost your retirement income, hoping to leave a strong legacy for your loved ones or simply want to grow your savings. We can help you decide if financial advice is right for you.

Free initial consultation

This is our chance to understand what you’d like to achieve with your money and recommend next steps. Find out whether you could benefit from advice.

30 years' experience

We've been providing financial advice for more than 30 years, and we're backed by a rich heritage that goes back to 1853.

Advice that's personal to you

We offer financial advice that’s designed around your plans and the things that matter to you most. No obligation advice - charges only apply if you accept our recommendation.

We can offer advice on...

Investing

If you're new to investing or have an existing portfolio, 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 make plans in order that as much of your legacy as possible is passed onto your loved ones.

Inheritance tax planning

How does it work?

  • Book an appointment with one of our Financial Advisers in branch, over the phone or by video link.
  • The consultation is our chance to get to know you and understand what you’d like to achieve with your money.
  • Our financial advisers will recommend products and funds from a panel that have been specially selected by our in-house research team.
  • They’ll only make recommendations they believe could help your money grow and match your feelings about risk.
  • We'll look after you and provide support that's right for you.

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.

Next steps

Request a call back

We'll call you back at a suitable time for your free initial consultation.

Request a call back

Call us

A free initial consultation to understand your goals and see if financial advice could be right for you.

0800 731 5342

*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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