Financial Planning & Advice

We’re still here to help you plan for your future

You can set the wheels in motion to help achieve your goals with a face to face video conversation.

If you’ve got a goal in mind for your future, maybe that’s a more comfortable retirement or a larger inheritance pot for your loved ones, planning today could help you get on the right path. And we can help you with a face to face conversation via our easy-to-use video appointment service, Skipton Link

What is financial advice?

Financial advice is different for everyone. For you, it might be getting help to start investing. For someone else, it might be trying to boost a retirement fund, minimising inheritance tax liability or finding the best way to use an ISA allowance.

Everyone’s different – but most people have one thing in common, they want to grow their money. That’s where financial advice could help.

As with any investment, your capital is at risk.

Speak to one of our advisers now

Why you might need financial advice

Getting the retirement you want

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

Investing for the future

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

Making the most of your pension

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

Protecting your inheritance

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

Video appointment service

Skipton Link is our video appointment service which gives you the opportunity to have a face to face appointment without having to leave your home.

Video appointment service

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.

This is how we do 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

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.

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