Check the health of your finances, and the steps you could take to strengthen your plans.
Our webinar offers expert insights and tips to help you plan for a fulfilling retirement.
Score for Skipton Building Society
So while you could spend your free time planning your investments and pensions, it might be easier to ask one of our expert financial advisers to help. They could review your finances and create a personalised plan where your money does the hard work. So you have more time to get on with the things that matter most.
Learn about why you might need financial advice and the benefits of speaking to a financial adviser. Plus, free tools and guides to help you get started.
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.
If you’re approaching retirement or already enjoying it, we’re here to help you help you plan financially.
Paying into a pension can be a great way to save for retirement. But are you making the most of yours?
We’ll explain what it is, when it comes into effect and how to distribute your estate in the most tax-efficient way.
We offer financial advice on investing in Stocks and Shares ISAs through a range of carefully selected funds.
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.
97% of our financial advice customers would recommend us*
We are trusted with £3.7 billion pounds of our customers' money
We offer appointments in branch, over the phone or via video link
* April 2021, Skipton research, 295 responses
Book your FREE initial consultation to find out if financial advice might be right for you. Simply fill in your details and we’ll be in touch at a time that suits you.
Alternatively you can call us on 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.