My Review

Talk to us about your money

Book your free ‘My Review’ appointment today

Book your 'My Review'

‘My Review’ is a free face-to-face appointment to talk to us about your money

You might want to discuss your savings, talk about retirement and your legacy, or see if there’s a way you could make your money go further.

How it works

  1. Book your free appointment
  2. Have your review either in branch or by video appointment - Skipton Link
  3. Tell us what you’d like to achieve with your money
  4. We'll provide you with some options to take home and decide what you'd like to do next.

94% of customers who had a My Review in branch were very or extremely satisfied.

Based on 1,005 customers surveyed between 1 Dec 2018 and 31 May 2019.

If you'd like to talk in detail about pensions and investments, we'll arrange an appointment for you with one of our expert financial advisers.

Book a 'My Review'

Book a 'My Review'

You can book a 'My Review' online.

Phone us

You can ring us to book a 'My Review'

Our No Pressure Promise

We're right here for friendly support, helpful guidance and the freedom to make your own decisions in your own time.

Our No Pressure Promise
No Pressure Promise
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