If you’re searching for investment, pension or inheritance tax planning support, we’re here to help.
Score for Skipton Building Society
You could build a brighter future with the help of expert financial advice from Skipton.
Whether it's a life changing moment, simply wanting to make more of your money, a retirement that's edging ever closer, or leaving a stronger legacy for your loved ones – something's got you thinking about your financial plans. Speaking to one of our expert financial advisers could make a big difference to your long–term future.
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’re here to provide as much or as little support as you need.
If you’re approaching retirement or already enjoying it, we’re here to 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 could help you understand what IHT is, when it comes into effect and how to distribute your estate in a 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 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.
94% of our Financial Advice customers asked would recommend us*
We are trusted with over £3.8 billion^ of our customers' money
We offer appointments in branch, over the phone or via video link
*Oct 2022 - Sept 2023, 330 responses
^Correct as at November 2023
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.