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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

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

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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. These are not like Building Society savings accounts. The value of your investments and any income can go down or up and you may get back less than you invested.

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

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