Why book?
Many of our customers use our My Review service to talk about their financial plans. These are some of the questions they ask us:
What can I achieve in a My Review?
My Review is a chance to talk about your money, whether it’s your savings, retirement funds or both. We can help check if your money is on track to reach your savings goals. And, if after the conversation we feel you could benefit from financial advice we can make an appointment for you to speak to one of our Financial Advisers.
What's the best way to save for my children's future?
Everyone has different goals. We can talk about what your savings are for and we could help you put a plan together to suit you and your family's future.
What can I do now, so I don't burden my children in the future?
We'll use your My Review conversation to talk about your goals and saving for the future. If we feel you might benefit from financial advice, we can make you an appointment with one of our financial advisers to discuss things such as inheritance tax if it's relevant to you.
How safe is my money?
We've been helping people save since 1853 and have weathered a few storms along the way. Over a million customers trust us as a good place for their money and your eligible deposits with Skipton Building Society are protected up to a total of £85,000 by the Financial Services Compensation Scheme. Visit fscs.org.uk for full details.