Advice done differently

Financial advice that works for you

You choose how you interact with us - in branch, at home or by video link.

No pressure promise

We’ll never push you into taking up a recommendation or service you don't want or need.

Low investment point

Not sure if you’ve got enough money to invest? Talk to us. We might be able to help.

No implementation. No charge

You'll only be charged if you decide to implement your financial plan.

What is a Skipton appointment really like?

Find out what Christine Cox, one of our financial advice customers thought of her Skipton financial planning and advice appointment.

How we’ll work with you throughout your financial advice journey

Let's talk about you

  • We'll discuss your goals and aspirations.
  • We’ll work out what income or capital you might need.
  • If we both agree you might benefit from financial advice we'll get an appointment booked.
  • In a branch, at home or via video link.

Getting to know you

  • Your adviser will build a picture of your current lifestyle and financial situation.
  • We'll discuss how you feel about risk and reward and ensure your plan matches this.

Your personalised plan

  • Our technical experts research the market to create a panel of approved funds.
  • Your adviser will work to build a plan that is tailored to your needs.
  • Your adviser will take you through it step by step.

Bringing your plan to life

  • Once you're happy with your plan, we'll work with you on how to action it.
  • We'll discuss the level of service you need and what this might cost.
  • You'll only be charged if you decide to go ahead with your plan.

Get in touch

Request a call back

We'll call you back at a suitable time to chat through how we might be able to help you.


A free initial consultation to understand your goals and see if financial advice could be right for you.

Important information

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.

Video appointment service

Skipton Link is our video appointment service which gives you the opportunity to have a face to face appointment without having to leave your home.

Video appointment service
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