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Financial Advice at Skipton

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Let us help you create stronger financial plans, so you can do more of the good stuff.

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. They could review your finances, to create a personalised plan that works hard for you. Leaving you to get on with the things that matter most. After all, your most valuable asset is your time.

Everyone’s financial needs are different, but ultimately many of us want to try and grow our money to help us reach our goals. That’s where financial advice comes in. 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 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.

Charges

If you decide to go ahead with the plan we create for you, you’ll be a 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. Find out more about our advice charges.

Book your FREE initial consultation about Financial Advice

Request a call back

Important information

By investing with our advice, our aim is to grow your money by a greater extent than is available through cash savings accounts to help you achieve your goals. Although funds are not like bank and building society savings accounts. It does mean placing your capital at risk, as its value can fall as well as rise and you may get back less than you originally invest.

Your financial journey with us

1

Your goals

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

2

Your plan

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

3

Your future

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

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'll also be able to ask any questions you have and find out how we can help.
  • And, there's no obligation to take things any further.

Alternatively you can call us on 0800 731 5342

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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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