Financial advice at Skipton

Personalised financial advice to help you make more of your money over the long-term.

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Let us help you create stronger financial plans

Whilst you could spend your free time planning your investments, pensions, and other aspects of your finances, it could be easier and simpler to ask one of our expert financial advisers to help you. 

For over 35 years, we’ve helped people review their finances and make stronger long-term plans. Our advisers could do the same for you. Leaving you to get on with the things that matter most. After all, your most valuable asset is your time.

At Skipton, we have expert financial advisers across the country, who are on hand to help you with investing, pensions, retirement planning and Inheritance Tax planning.

Benefits of financial advice

  • Saves you time - Your adviser does all the legwork, so you don’t have to.
  • Personalised service - They find you a suitable product or service to meet your needs.
  • Support to help you make decisions - They guide you through the whole process step by step.
  • Simple and straightforward - They make the jargon easy to understand.

Why choose Skipton for Financial Advice?

  • No Pressure Promise - We’ll give you options, answers and the time you need to make a decision. No pressure.
  • Low investment point - We believe investing shouldn’t just be for the wealthy and invite you to invest with as little as £20,000, or £500 per month.
  • A charge only applies if you take our advice - You’re under no obligation, so if you decide not to implement the plan we create, you won’t be charged a penny.

Your financial journey with us

Your goals

We explore your goals and aspirations to see if you could benefit from financial advice.

Your plan

We assess your appetite for risk and reward, then create a personalised plan for you.

Your future

Once you're fully happy, we put your plan into action.

Our financial advice fees

We understand that everyone's situation is different, we provide three levels of advice based on your needs. This ensures you receive the service that's right for you, without paying more than you have to. 

If you decide to go ahead with the plan we create for you, you’ll be charged a percentage of your initial investment, depending on your needs, which starts at 2%. All costs will be clearly explained up front by your financial adviser and there won’t be any hidden charges. 

Straightforward needs

Might be good for you if you:

  • have no existing investments that need reviewing
  • have a fairly simple investment goal
  • are happy to consider recommendations from a small number of fund options
  • have a cash sum between £20,000 and £50,000 to potentially invest.

An example investment

Investment amount£20,000
Advice charge based on straightforward needs2%
You'd pay£400

Multiple needs

Might be good for you if you:

  • have more than one financial goal in mind
  • want your current investments reviewing
  • are happy to consider recommendations from a small number of fund options
  • have existing funds or cash sums to potentially invest between £50,000 and £400,000.

An example investment

Investment amount£60,000
Advice charge based on multiple needs2.5%
You'd pay£1,500

Complex needs

Might be good for you if you:

  • have a number of financial goals in mind
  • want your current investments reviewing
  • want your adviser to consider a wider range of fund options
  • want to consider Inheritance Tax advice
  • want to consider retirement advice
  • have existing funds or cash sums to potentially invest at least £125,000.

An example investment

Investment amount£125,000
Advice charge based on complex needs3%
You'd pay£3,750

Our recommendations are likely to include stock market based investments. These aren't like building society savings accounts. The value of your investments and any income can go down or up and you may get back less than you invested. The Financial Conduct Authority doesn't regulate most forms of Inheritance Tax planning.

Request a call back today

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.

What to expect

  • The call will take as little or as long as you need.
  • We'll ask a few questions to understand your situation.
  • You can hear more about how our service works and ways we might be able to help. And there's no obligation to take things any further.

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Prefer to call us?

Arrange your appointment by calling us on 0800 731 5342