Investments hub

It’s very important to think about your long-term financial needs. If you’re able to commit your savings for at least five years and willing to accept the risk of losing your capital, investing could be a route to consider.

We have financial advisers available in every branch, or you can even arrange for us to visit you at home. We’ll check if your savings and investments are on track to achieve your goals. And offer personalised recommendations. There’s no pressure to act on our advice. The value of your investments may fall as well as rise and you may get back less than you invest.


Help & Support

Skipton Financial Advisers

Latest investments insights

If you want to learn more about investing, here’s a range of articles to get you started.

You’ll find information about how investing works, the risks involved, and how we can help. If you already have investments you can discover how to review them. You may also want to read about investing in a socially responsible way.

Have more confidence in your investments

When it comes to investing, there’s so much choice – thousands of funds available, all with their own objectives, strategies and levels of risk. It’s not always easy to work out what’s right for you. For a lot of investors getting expert advice is one of the first essential steps.

Do you need to review your investments?

It’s very important to keep track of how your investments are performing, ideally at least once a year. That way, you can see if they’re still right for your needs. If you’re not sure what to consider, we’ve put together a list of key questions to ask yourself.

Have you thought about socially responsible investing?

In these socially conscious times, many people want to be sure their money is invested in a way that matches their core beliefs. We’ve constructed a dedicated panel of socially responsible investing funds, so you can consider investing in line with your ethical and moral views.

Version Info: