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My Money Review

Get a clearer view of your money – and simple ways to help make it work harder for you.

Couple sitting in a Skipton Branch

What is a My Money Review?

It’s a free, relaxed, chat with one of our savings specialists here at Skipton. Think of it as a way to get a clearer picture of your money – what’s working for you today and what you could do differently to help set yourself up for a stronger future, with no jargon and no judgement.

How it could help you take control

Life moves fast. Savings get scattered. Plans shift. It’s easy to lose track of whether you’re really making the most of what you already have.

That’s where a My Money Review comes in.

Might be right if you:

  • Want to know if your plans could be stronger.
  • Feel a bit stuck with your money or unsure where to start.
  • Have short, medium and long-term goals you'd like to plan for.
  • Want a better understanding of your savings habits and priorities.

We could help you:

  • Feel more confident about how your money is set up.
  • See what's working well (and what you could do better).
  • Find ways you could get more from your existing plans.
  • Understand if you could benefit from talking to a financial adviser.
  • Walk away with clear next steps that feel achievable.

What do I need for the appointment?

It helps to have an idea of your goals and a rough sense of what you have in savings, pensions, or investments. Don't worry if you don't have all the details, we’ll guide you through everything.

What does a My Money Review cover?

  • Your current savings habits, and how they line up with your goals.
  • Ideas to help strengthen your longer-term plans - including personalised next steps for you to think about.
  • Whether it's worth speaking to a financial adviser about areas like pension planning and investments.

What doesn't a My Money Review cover?

  • Insurance.
  • Mortgage advice.
  • General savings queries related to managing your existing accounts – like checking your account balance or the interest rate on your account.
  • Debt advice.
  • Tax advice.

Your next steps

Arrange a call back

Fill in the form and we’ll get in touch to arrange a My Money Review at a time that suits you.

Have your My Money Review

We’ll keep things simple and take the time to understand you, your money and your goals.

Move forward with confidence

You’ll get clear guidance and personalised next steps that help you move forward at your own pace – there’s no pressure to act on anything we talk about.

Book your free appointment now

We will use the information we collect to set you up in our system and process your enquiry. For more information on the personal data we collect, how long we retain it, and your rights, please refer to our full Data Privacy Notice.

The form below should only be used to request a callback from a savings specialist, to discuss your finances to help you make more of your money. For any mortgage-related enquiries or any general savings queries related to managing your existing accounts (like checking your balance), you can get in touch through our Contact Us page.

Personal details

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Contact details

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Prefer to call us?

Book your appointment by calling us on 0345 600 6857

If you need help with other areas

Our Savings help page contains lots of information and support to help you manage your savings. You can also get in touch through our Contact Us page.

Looking for something new? Feel free to explore our full range of savings accounts.

Our dedicated mortgage team can support you. Visit our Mortgage help page for more information.

If you'd like help with your pension, investments or inheritance tax planning, our financial advice service could help. If we think you'd benefit from speaking to one of our financial advisers after your My Money Review, we'll let you know. Some Inheritance tax planning options aren't regulated by the Financial Conduct Authority.

You can find more information on our Extra Support page, including how we can help, and details of organisations that you could use for support.