Skip to main content

Financial planning explained

Why get financial advice?

  • Get your savings to work harder over the longer-term (5+ years)
  • Discover more options for building your wealth
  • Plan with confidence for major goals, like a fulfilling retirement
  • Gain greater financial security for yourself and your loved ones

What could Skipton offer you?

  • More confidence to make big financial decisions
  • Expert insights and knowledge to assess your current plans
  • Personalised recommendations at a risk level you’re comfortable with
  • Clear explanations, with no pressure to act

Book your FREE initial consultation about Financial Advice

Request a call back

Try our interactive quiz

Check the health of your finances, and the steps you could take to strengthen your plans.

Financial fitness tool

Your financial planning tool kit

Knowing whether you need financial advice can feel like a big decision. That’s why we want to make sure you have all the information you need. To help you, here are some really useful tools:

Important information

Our financial advice service could be right for you if you have at least a lump sum of £20,000 or ​£500 on a monthly basis. Our recommendations are likely to include stock market-based investments. Your capital is at risk and you may get back less than you invested. Tax treatment of our recommended solutions depends on your individual circumstances and prevailing legislation, both of which may change in the future.

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 could help.
  • And, there's no obligation to take things any further.

Alternatively you can call us on 0800 731 5342

Our Products

Our Society

Help & Support

Download on the App Store Download on the Google Play Store

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.

Version Info: