Whether you're an experienced investor or have never invested before - we can help put plans in place towards achieving your goals.
Our focus is to offer you tailored advice
We regularly research the market to source the right products. From this, we create a preferred panel of funds that your nearest Skipton financial adviser can use to make recommendations based on your individual needs. This can even include investing in a socially responsible way.
We can review your current plans
In recent years many banks and building societies have scaled back or withdrawn their financial advisory services. If you used to have an adviser who can no longer help you - or you haven't heard from yours for some time - we can review your investments.
By doing so you can see if they're on track to achieve your goals, or if you should consider making some changes.
You'll get all the time and space you want
Once we've given you our advice, you can take as long as you need to decide what to do next. There's no rush or pressure to make a decision. You need to be happy and comfortable you're doing the right thing.
We offer different types of service, depending on what’s right for you
If you’re confident making your own investment decisions, our transaction only service could be right for you. It would mean paying a one-off fee for acting on our advice.
We also offer an ongoing service, where we regularly monitor the performance of your investments. You’ll receive detailed quarterly reports explaining how the funds within your portfolio are performing. You’ll need to pay both an initial and an ongoing fee to receive this service.
For both service options, you’d need to pay additional fees to an adviser should you require further advice.
We've a wealth of experience to share with you
We're proud to say we've offered access to financial advice for almost 30 years. We help thousands of people across the country by treating them as individuals. We are entrusted with investing over £4.6 billion on behalf of our customers.
98% of financial advice customers who have invested with us rate our service as good, very good or excellent^.
^Source: 6,721 customers surveyed from July 2009 - December 2015, 98% figure excludes any blank responses.
Your next steps
If you're ready to talk to us about investing, then you can find out more on our financial advice website. Here you will be able to find your nearest financial adviser, book a financial advice review or give us a call and talk to a member of our Review and Financial Advice Team.