If you'd like to start thinking about your future plans, but you're not quite ready for financial advice from one of our experts, a free Financial Fitness Report is a great place to start. It's simply a conversation where we find out about you and your financial goals and see if you could benefit from our help.
It’s free to see if you're on track towards your financial goals.
We've found that 30% of people are worried about the future of their finances, because they don't have everything in order*. Having a Financial Fitness Report with us could help. It starts with a conversation over the phone- you don't even need to leave the comfort of your home.
At the end of the conversation, you’ll receive a free report outlining the four steps that form the basis of our financial planning principles, and steps you could consider to improve your financial fitness. You'll also receive an insightful guide containing further information to help you with your next steps.
*2000 UK participants were asked, research carried by One Poll for Skipton Building Society in July, 2020.