Book a review

Ready to get the conversation started?

We’re here to help you pause and plan your future

We take the time to talk

You can book a free My Review in your local branch by calling us on 0345 607 9711, or if it's more convenient you can try Skipton Link, our new video appointment service. A Review Adviser will be able to go through your current finances and your plans for the future. Here are a few things we can cover:

  • your existing savings accounts
  • if your retirement plans are on track
  • protecting your family and home
  • will writing and legacy planning.

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.

96%
of customers* who had a my review in branch were very or extremely satisfied

*Based on 898 customers surveyed from Jan 2017 to Dec 2017

Book your My Review appointment

Choose how you would like to speak to an adviser

In branch

To book an appointment in your local branch, call us on 0345 850 1722 or request a callback

Skipton Link

Book a video appointment for a my review in the comfort of your own home.

More about Skipton Link

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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