Could financial planning help you to achieve your future goals?

We believe good financial advice should be available to more people. It shouldn’t just be for the wealthy few or a solution that’s the same for everyone. But advice you can trust that’s designed around your life, your goals and your future.

What might you need financial advice for?

Retirement planning

If you're thinking about retirement, approaching retirement or already enjoying it, we're here to help you make the most of your money.

Pension planning

Paying into a pension can be a great way to save for retirement, but are you making the most of yours? There might be other things you could be doing now to give your pension pot a boost.

Investing your money

Whether you're new to investing or have an established portfolio, we'll provide as much or as little support as you need. We're here to help.

Inheritance tax planning

We'll explain what is it, when it comes into effect and how to distribute your estate in the most tax-efficient way

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.

How could you benefit from financial advice?

For Mrs Cox , Skipton's financial planning and advice has given her more time to spend on the important things in life because she knows her money is in good hands.

Three levels of financial advice - personalised to your needs

Straightforward needs

Focused on a specific investment goal, from investing regular monthly amounts to lump sums.

Multiple needs

For diverse financial needs that require a deeper review of your goals and a wider discussion on your approach to investing.

Complex needs

For those who have a large amount of investments with a variety of intricate financial needs.

We'll give you options, answers and the time you need.

We won’t pressure you into taking our products or services, or recommend anything that we don’t think is right for you. That’s a promise to you from everyone who works at Skipton.

Our No Pressure Promise
No Pressure Promise

Start the ball rolling on your financial planning


A free initial consultation to understand your goals and see if financial advice could be right for you.


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