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Retirement planning

Create the retirement you deserve

Starting with an initial review

Retirement is such an exciting phase. That’s why, through our retirement planning service, we’re here to help you make the most of it.

  • We’ve helped over 47,000 customers

    For over 30 years, we’ve helped people like you make the most of their retirement.

  • Appointments to suit you

    We can arrange for you to meet an adviser at your local Skipton branch or, if it’s easier, at home using our video service.

  • Trusted advice

    We look after £4.3 billion of our customers’ money.

Book your FREE initial Retirement Planning consultation

You don’t need £100,000

Financial advice is harder to find on the high street these days – with many organisations needing you to have over £100,000 to invest.

The great news is we’re different. You can speak to one of our financial advisers if you have at least £20,000 to invest, can save £500 each month, or £50,000 already in pensions and savings.

Important information

Our recommendations are likely to include stock market-based investments. These aren't like building society savings accounts, as your money is at risk and you may get back less than you invest. The value of your investment and any income from them may fall as well as rise. Your eventual income will depend upon the size of fund at retirement, future interest rates and tax legislation.

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'll also be able to ask any questions you have and find out how we can help.
  • And, there's no obligation to take things any further.

Alternatively you can call us on 0345 607 9803

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