Why invest with advice from Skipton?

We’re proud to offer tailored financial advice. For three decades, we’ve helped thousands of customers look to the future with greater confidence.

If you’ve never invested before, it might sound complicated. But our no pressure approach can help you invest in a way you understand, value and trust.

It’s all about getting to know you better: your circumstances, your priorities, your concerns and your ambitions. You can be assured any advice we go on to offer you is suited to your unique needs.

Although there are no guarantees, over the long-term investing offers you the potential to achieve stronger returns on your savings – and that could make a big difference to your future.

The meetings have been very relaxed, but we did the business we needed to do. In a review, my adviser goes through everything, which is very useful. The fact that it’s very nice people I’ve dealt with makes a difference. Another provider I’ve dealt with before aren’t in the same class.

Financial advice customer Mrs Cole, Hampshire

97% of our financial advice customers would recommend us to family and friends.^

^ Source: 951 customers surveyed October 2017– March 2018

How our service works

  • The first step is to understand your personal circumstances and the goals you have in mind for you and your family. We’ll discuss your objectives and how your current plans measure up, and see if investing might be right for you.
  • We offer access to a range of funds from across the market. Our Technical Research team carefully research fund options to develop a panel of preferred funds. Your adviser will use this panel to make recommendations tailored to your specific requirements.
  • There’s no fee to pay for the initial review and any later charges will be explained to you upfront - we don’t do hidden charges. You will only pay if you decide to proceed with our advice.
  • We offer financial advice to anyone with at least £20,000 available to invest.
  • Investing comes with risk to your money, but you can be confident our advice will match your personal feelings to risk and reward.
What's a financial review really like?

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.

Call now for a free consultation

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. Find out if you could benefit from financial advice. Call today for a free telephone consultation.

0800 731 5342 Request a call back

If you've got questions, we've got time to help


We’ll help you invest with personalised advice and at a level of risk you’re comfortable with.

Investment planning


Building an affordable retirement takes careful planning. We’ll guide you in the right direction.

Pension planning

Inheritance tax

We can help you ensure that as much of your wealth as possible is passed onto your loved ones.

Inheritance tax planning

Inheritance tax thresholds depend on your individual circumstances and may change in the future. Some areas of inheritance tax planning are not regulated by the Financial Conduct Authority.

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