Investment Planning

Sound investment advice

94% of our financial advice customers surveyed^ are likely to recommend us to friends or family.

^Source: 1192 customers surveyed December 2017 - June 2018

Why think about investing?

Planning for the future

If you have long term goals then it could be an option, especially as investments should be made over five years or longer.

Alternative to low interest rates

Putting your money into investments has the potential of higher growth, as long as you are comfortable with the risks.

Tax efficiency

With our advice you may be able to invest your money in a more tax-efficient way, making the most of your allowances.

Why choose Skipton?

For recommendations from a wide range of funds

Our technical team carefully research a wide range of funds from across the market so we can make tailored recommendations to you.

Understand your risk appetite

It’s important that you understand the risks of investing and are comfortable with them, so we’ll discuss them with you and only recommend options that match your attitude to risk.

For personalised advice

Our financial adviser will get to thoroughly understand you and your needs and make recommendations in jargon-free language.

Our no pressure promise

We will give you all the time you need to think about your options. That’s why 99% of our financial advice customers surveyed didn’t feel under any pressure to take a product they didn’t want or need.†

†Source: 951 customers surveyed October 2017 – March 2018

Talk to us

Speak to us about your personal circumstances and goals and ask any questions you have about our service.

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.

0800 731 5342

Request a call back

What our customers say

The meetings have been very relaxed, but we did the business we needed to do. In a review, my adviser goes through everything, which is very useful. The fact that it’s very nice people I’ve dealt with makes a difference. Another provider I’ve dealt with before aren’t in the same class.

Financial advice customer Mrs Cole, Hampshire

Interested in investing?

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Our six steps guide to investing

If you're not familiar with investing and want to get started, our six steps are here to guide you.

Read more

*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.

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