Find a Financial Advisor in Edinburgh

Could we help you

Need to chat about your financial requirements? We're here to listen.

People have been coming to us for financial advice for over 35 years and we’re here to help you too. At Skipton Building Society, we're on a mission to give everyone the right financial help.

Wherever you are in the UK, there’s likely to be a Skipton financial advisor near you. You’ll find them in all of our UK branches, they can come to your home or you can book a video link appointment. To have a chat about your goals and arrange a no obligation consultation request a callback.

What you might need Financial Advice for?

Retirement planning

If you’re thinking about retirement, approaching retirement or already enjoying it, we’re here to help you make the most of your money.

Investing your money

Whether you’re new to investing or have an established portfolio, we'll provide the support you need. We’re here to help.

Pension planning

Paying into a pension can be a great way to save for retirement. But are you making the most of yours? There might be other things you could be doing now to give your pension pot a boost.

Inheritance tax planning

We’ll explain what it is, when it comes into effect and how to distribute your estate in the most tax-efficient way.

Financial Advisors in Scotland

We have a financial advisor at our Edinburgh Branch and at our other 6 Branches across Scotland.

Address: Skipton Building Society. 19 Frederick St, Edinburgh EH2 2EY

Call us today to discuss your financial needs, we'll chat about your goals and requirements and if we both agree that financial advice is for you we'll set up a meeting with our Financial Advisors in our Edinburgh branch.

Edinburgh branch Find your local branch

If you prefer, you can request a call back or speak to one of our experts on webchat.

Financial Planning - A customer's story

Here's what Mrs Cox thought of Skipton's Financial Planning Service

Important information

Our recommendations are likely to include stock market-linked investments. These aren’t like building society savings accounts, as your capital is at risk and you may get back less than you invest. The value of your investments and any income from them may fall as well as rise. The FCA does not regulate most forms of Inheritance tax planning.

Get in touch

Let's chat about your financial needs. Our financial advisors are available by video link, over the phone or they can visit you at home.

Skipton Link

Learn more about our video appointment service

Phone

Call us on

Mon-Thurs
8am - 8pm
Fri
8am - 5:30pm
Sat
9am - 12pm

Webchat

Chat to us online about your requirements

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