Not sure if you need financial advice?

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.

How it works

Step-by-step we'll take you through:

  1. Your financial foundations: your emergency funds and how much you’ve put away for rainy days.
  2. Short-term savings: what you’ve got planned over the next few years.
  3. Growing your money: how you plan to build your savings, pension and legacy pots.
  4. Your future goals: your long term goals and how prepared you are for your financial future.

If there are any areas that need a bit more focus and attention, we’ll explain ways we might be able to help.

This isn’t financial advice, but we might suggest setting up a meeting with a financial adviser if we both agree. With our No Pressure Promise though, that’s completely up to you.

Could you benefit from a Free Financial Fitness Report?

We believe everyone should have access to the right financial help. A Financial Fitness Report is about helping you to understand the fitness of your finances, so you can start focusing on achieving your goals for the future.

Get in touch

Request a call back

To request a call back, select Financial Advice and then Financial Fitness Report on the following form.

Request a call back

Call us

Let's start your Financial Fitness conversation today.

0345 607 9756

Frequently asked questions

To help you decide whether a Financial Fitness Report is right for you, here are a few frequently asked questions.

Show / hide

Do I have to be a Skipton Building Society customer to have a Financial Fitness Report?

Not at all. We'd love to help you, whether you are an existing customer or not.

Show / hide

How long does a Financial Fitness Report last?

It completely depends on you, it can take as little as 30 minutes, but if you want to talk about all aspects of your finances in detail, it can take longer. That's fine by us. We're happy to spend as long as it takes to help you plan for your financial future.

Show / hide

Is the Financial Fitness Report financial advice?

No, its simply a friendly conversation with one of our helpful colleagues, in order to talk through various aspects of your finances. If we think you could benefit from an initial chat with one of our financial advisers, we may suggest that, but it's completely up to you if you decide to go ahead.

Show / hide

Do I need to prepare anything before hand?

To help you make the most of your Financial Fitness Report appointment, its a good idea to have the following things to hand, or noted down:

  • Details of the protection you have in place for you or your family.
  • A rough idea of the any money you owe (if any) including mortgage, loans and credit cards.
  • Any savings, investments and pensions you have.
Show / hide

I can no longer make my appointment, what do I do?

If you booked through your local branch, please contact them directly to cancel or rearrange your appointment. Alternatively, if you booked with one of our head office colleagues, please call us on 0345 607 9756.

Learn more with our Life & Money webinars

Want to learn new ways to make the most of your money? Watch our webinars, available on demand today!

Inheritance tax for beginners

Find out how inheritance tax works and discover how you could potentially reduce your liability, with some expert help.

Register to watch

Building a retirement pot

Find out how much money you might need to retire and how to build it.

Register to watch

Investing for the real world

If you're a would-be investor looking for ways you might be able to grow you money, this webinar's for you.

Register to watch

*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.

Chat
Version Info: