Need to chat about your financial requirements? We're here to listen.
If have goals, then getting financial advice from our experts could help you achieve them. We've been providing expert financial advice for over 35 years and we're proud to help people like you towards your financial future.
Wherever you are in the UK, a Skipton financial adviser could help you. You’ll find them in all of our UK branches, and (subject to COVID guidelines) they might be able to come to your home, or you could book a video link appointment. To have a chat to see whether you might benefit from advice, and arrange a no obligation consultation with a financial adviser, request a callback.
If you’re thinking about retirement, approaching retirement or already enjoying it, we’re here to help you make the most of your money.
Whether you're new to investing or have an established portfolio, we could provide the support you need.
Paying into a pension can be a great way to save for retirement. But are you making the most of yours? There might be other things you could be doing now to give your pension pot a boost.
We'll explain what inheritance tax is, whether it could affect you and your loved ones and how to distribute your estate in the most tax-efficient way.
We have financial advisers you can speak to in our four London branches. If you prefer, you can call us on 0345 601 0340, to arrange a no obligation consultation.
With financial advisers across London, expert future planning is closer than you think.
We’re following government advice and asking customers to only come into branch if it’s absolutely necessary. But there are other ways to speak face to face with your financial advisers in London.
Book an online Skipton Link video appointment today where we can chat about your goals.
If you prefer, you can request a call back or speak to one of our experts on webchat.
Here's what Mrs Cox thought of Skipton's Financial Planning Service
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Our recommendations are likely to include stock market-linked investments. These aren’t like building society savings accounts, as your capital is at risk and you may get back less than you invest. The value of your investments and any income from them may fall as well as rise. The FCA does not regulate most forms of Inheritance tax planning.
Let's chat about your financial needs. Our financial advisers are available by video link, over the phone or they can visit you at home.
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Our Life & Money email updates are a great way to receive regular updates, news, insights and developments which may affect your life and money.
*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.