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Invest in your future with help from an expert

Looking to get your money working harder over the long-term? Our financial advisers are here to guide you through your investment options and provide personalised recommendations tailored to you.

Get expert help with your investment plans

  • No-obligation recommendations to help you achieve your long-term goals.
  • Tailored advice from an expert FCA registered financial adviser.
  • We take care of the hard work - from finding investment options suited to your needs to putting your plans in place for you.
  • No upfront fees to hear our advice. You only pay a fee if you decide to act on our recommendations.
  • Investing offers the opportunity to achieve higher long-term returns compared to traditional savings accounts, so long as you're intending to invest for at least five years and are comfortable with the risks involved.
  • We believe financial advice should be accessible. That's why you can begin investing with as little as £20,000 or £500 per month.

The value of investments and any income from them can go down as well as up, and you may get back less than you invested. Tax treatment depends on individual circumstances and may change in the future.

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 can hear more about how our service works and ways we might be able to help.
  • There's no obligation to take things any further.

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Prefer to call us?

Arrange your appointment by calling us on 0345 607 9749.

Why choose Skipton to help you plan for your future?

Trusted expertise

We've over 35 years' experience helping people build their long-term plans, and we currently look after £4.7 billion^ of our customers' money.

^As at 31 December 2024.

Appointments to suit you

We could arrange for you to meet an adviser at your nearest Skipton branch, or if it's easier, at home using our video advice service - Skipton Connect.

What sort of investment advice does Skipton provide?

Our in-house team of research experts assess the market to develop a panel of investment options. We'll use this panel to build an investment portfolio suited to your circumstances.

As a restricted financial adviser, we don't advise on as many areas of the market compared to some financial advisers.

We prefer to focus our expertise on the areas we do know. This includes meeting the organisations and fund managers to fully understand the strategy. That way, we can be even more confident recommending options suitable for your needs.

How our no-obligation advice service works

  1. Simply fill in the call back form to begin your journey towards making better financial plans.
  2. A member of our team will call you back to discuss your options.
  3. If we can help, we'll offer to book a review with a financial adviser at a time and place that suits you.
  4. Tell our financial adviser your goals, we'll help you work out how you could achieve them.
  5. There's no charge to receive your tailored financial plan. If you want to take up our advice, a charge applies - we'll tell you what this would be before you decide.

Let us help you achieve your long-term ambitions - getting the right plans in place for your money could prove a successful way of achieving your goals. We'll review your current situation, help you understand your options and create a personalised plan that works for you.