Fraudsters are encouraging savers to move their money into higher risk cryptocurrency investments. Skipton does not endorse any cryptocurrency investments.
Be cautious of uninvited investment offers. If something doesn’t feel right, trust your instincts and take the time to investigate.
Get it right and financial planning could change your life for the better. That’s why it makes good sense to speak to an expert.
The great news? We offer a friendly, no obligation financial advice service.
Financial advice could help you get on the right path to achieve what you want from your money. Whether that’s better financial security, reassurance over your loved ones, or a comfortable retirement.
When it comes to achieving your financial goals, there’s no one size fits all. What works for someone else might be completely wrong for you. This is where financial advice could really pay off.
An expert can use their extensive knowledge to find the right financial solutions for you. And help you:
Make smart financial decisions.
Prepare for key goals in a way that’s right for you.
Put your money in the right place for your needs.
Avoid paying more tax than you need to on your savings and investments.
Avoid making costly mistakes.
Our recommendations are likely to include stock market-based investments. These aren't 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.
The tax treatment of investments depends on personal circumstances. Tax rules may change in the future.
The Financial Conduct Authority doesn't regulate most forms of inheritance tax planning.
Our friendly team of qualified advisers are ready to help you:
It costs nothing upfront to find out how you could improve your financial plans. A charge will only apply if you act on a recommendation. And there’s no pressure at all to take our advice.
Unlike many banks and building societies, you only need at least £20,000 to benefit from a financial review with us – or be able to invest £500 each month. If you have existing investments and pensions, it’s a minimum of £50,000.
Could financial advice be right for you? Book a free initial consultation to find out. Request a call back.
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.
Arrange your appointment by calling us on 0800 731 5342
"I decided to invest with Skipton after receiving clear, honest, and constructive financial advice. I genuinely feel that they have my best interests at heart and would recommend them to friends and family. "
Mrs Angela Palmer, Skipton Building Society customer
