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Skipton Building Society Introducers

Working alongside Skipton Building Society as an introducer gives you the opportunity to generate income by referring your clients to us for financial advice. If you think they might benefit from advice because they’re interested in saving for retirement, investing for their future or protecting their inheritance get in touch.

The benefits of becoming a Financial Advice Introducer

  • Deepen your client relationships to support retention.
  • Widen your client offering with this additional service.
  • Receive an additional income stream.
  • Work alongside a trusted high street building society – as a trusted mutual we’re owned by our members not shareholders.
  • We offer a high quality customer service so you can be sure your clients will receive the support they need.

We're already helping a diverse range of introducers

The types of Financial Advice Introducers we work with are typically looking to build their own client offering and increase their business revenue. The clients of these introducers will typically have over £20,000 in savings, and / or £50,000 in pensions and therefore may benefit from having a financial advice review with us.

Some examples of Financial Advice Introducers we work with include Accountants, Mortgage and Insurance Brokers, Will Writers and Estate planners.

Here are some of the introducers we work with today...

  • The National Association of Head Teachers
  • The Society of Will Writers
  • SJL Insurance
  • Redstone Wills
  • MA2
  • And a growing number of introducers
SJL Insurance Services
The society of will writers
NAHT for leaders, for learners
Redstone Wills

Get in touch to find out more

To find out more about becoming a Financial Advice Introducer, please contact any of the team below:

James Webb

James Webb

James has worked in Financial Services for over 15 years at a range of Banks and Building Societies, including the last 6 years at Skipton. He has held a range of roles from Cashier to Regional Manager and therefore feels that he can understand what customers want and how to help people at a range of levels.

Contact James

07800 770353

Guy Ogden

Guy Ogden

Guy has more than 30 years’ experience leading customer service and sales teams in financial services and estate agency across UK. He has previously served as Regional Director for Halifax Estate Agency and held various senior roles at HBOS and Lloyds Bank under the Halifax brand encompassing the branch network and head office positions.

Contact Guy

07885 416319

For more information, please view our Frequently Asked Questions.

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