It's a new service where our experienced colleagues will talk to you about your short, medium and long term goals for your money and then provide their recommendations. The conversation is led by you and we can advise on our range of savings products which we believe could help you make your money work harder.
You can have a My Money Review in branch, over the phone or by our video appointment service Skipton Link. Booking a My Money Review is simple, just complete the form below and we’ll be in touch by telephone to arrange your appointment. We need your address in order to book your My Money Review and to check if you're already a customer, we will only use your details to contact you about your appointment.