Investment Planning

You can invest with personalised advice and at a level of risk suited to your circumstances.

If you've never invested before, it might sound complicated. But, our expertise can help you invest in a way you understand, value and trust.

Is investing right for you?

If you have clear, long-term ambitions for your money, and are not sure how to achieve them, we can help you understand if investing could be the right approach for you.

Whatever your goals, this environment of low interest rates makes it difficult to grow your money through savings accounts. So if you’re prepared to commit your savings for at least five years, and are willing to take a greater level of risk with your money, investing could be right for you.

Is investing risky?

There’s an element of risk that comes with investing. You might get back less than you originally invest, as the value of your funds can go down as well as up. Different funds will adopt different levels of risk.

We’ll help you to understand your own personal feelings towards risk and reward, and the different levels of risk you could take.

We’ll advise you to invest in a way that suits how you feel about risk – that’s a promise.

92%of our financial advice customers are satisfied with the service they received.

Source: 951 customers surveyed October 2017-March 2018

As a first time investor, it was important I felt comfortable and my concerns over risk were understood. After meeting with Skipton, I felt more confident but never under pressure to commit to their advice. They answered my questions and re-visited points I wasn’t sure on, with patience and humour.

Financial advice customer Mrs Cheetham, South Yorkshire 

How can we help?

There’s a lot to think about when it comes to investing. We can help you to think about your goals and where investing could help you achieve them.

We’ll be honest, open and jargon-free. We’ll never pressure you into making a decision. And while there are no guarantees, over the long term, investing your money could produce stronger returns than current interest rates available on savings accounts.

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.

Call now for a free consultation

For more information on our service and to find out whether you could benefit from financial advice, call our specialist team today for a free consultation over the phone. Find out if you could benefit from financial advice. Call today for a free telephone consultation.

0800 731 5342 Request a call back

If you've got questions, we've got time to help

Why invest with advice from Skipton?

Learn more about our financial advice service and why investing with advice from Skipton could be right for you.

Why invest with advice from Skipton?

What happens in a financial review?

Find out what it’s like sitting down with one of our financial advisers for a no obligation review.

Find out more

Our Six Steps guide to investing

If you're not particularly 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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