Keep track of your investments

Investing is a long term commitment. From changes to your personal circumstances to shifts in the market and economy, so much can happen over the period in which you invest – which could impact on your investments significantly.

That’s why it’s vital to review your investments on a regular basis (with the help of a financial adviser). By doing so, you can establish whether you’re still on track to meet your financial objectives and make any changes if necessary.

After understanding your financial goals and individual situation, we can review your savings and investments through a straight-forward, face-to-face meeting.

"If we think your money could be better positioned elsewhere – in order to help you reach your goals – we’ll look at tailored recommendations for you to consider.

Skipton financial adviser, Illa Pujara

Here to help

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 on
0800 731 5342 or request a call back.

Why invest with advice from Skipton?

We’re proud to have offered a financial advice service for 30 years and have helped thousands of customers make plans. We're right here to do the same for you.

Why choose Skipton

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.

Speak to a financial adviser

An adviser can make recommendations and support you with clear personalised advice.

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Understand your attitude to risk

Before you invest, it’s important to understand your personal risk and reward appetite.

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Set your goals and timescales

Our kitchen analogy can help you consider your options for your financial goals.

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