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Financial Planning & 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.

Financial advice built around your goals

It could all start with a Free Financial Fitness Report

Not sure if you need financial advice? Let’s start by having a chat about your goals. You’ll then receive your Free Financial Fitness Report, which covers how we do financial planning and suggestions on how to improve your financial fitness.

Free Financial Fitness Report

What can we help you with today?

Getting the retirement you want

If you’re 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?

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

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. You should be comfortable with the risks involved, and be prepared to invest for at least five years.

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.

Financial planning that works for you

Personalised service

Your future is unique to you. That’s why all the advice and support we offer is based on you, your circumstances and your goals.

No implementation, no initial charge

We’ll work together to decide how much support you need and if you choose not to implement the plan we create, it won’t cost you a penny.

No pressure promise

We’ll never pressure you into taking any of our products or services. We’ll only ever give you options, answers and all the time you need.

Find out more about the key stages in your journey with a Skipton financial adviser and hear from our customers.

Tailored financial advice

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.


Get in touch

Request a call back

Let us call you

Request a call back

Speak to us

Call us on

0800 731 5342

Skipton Link

Learn more about our video appointment service

Skipton Link

Read more in our Life & Money blog

We’re answering the most common questions about your financial needs, providing information and updates, to give you insights into the areas that might affect you, your goals and the lifestyle you’d like. And we’ll keep adding information on the areas you care about.

Visit Life and Money

*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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