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My Money Review

Your My Money Review is more than just a conversation. It’s a brand-new way of looking at your savings, a plan of action with specific recommendations just for you.

We’ll talk through the ways you could get your money making money - whether that’s moving your savings to get more interest or taking advantage of your tax-free allowance. We could also arrange for you to speak to one of our Financial Advisers to discuss things like pensions and investments if you're happy taking some risk with your money.

What is a My Money Review?

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.

  • Free appointment

    It's a friendly conversation between you and one of our experienced colleagues.

  • In branch, by phone or video link

    Choose to have your review whichever way suits you best.

  • Only takes an hour

    An opportunity to discuss the goals you have for your money.

  • No pressure promise

    Take your time and get back to us when you've decided.

Why book a My Money Review?

Life very rarely stands still. And with the current high cost of living, you might need to look at things a little differently so you’re still heading in the right direction with your money.

Here are just a few of the ways our experienced colleagues could help:

  • Building a ‘just in case’ fund
  • Making more of your money
  • Saving to help loved ones
  • Planning for your retirement

My Money Review in four simple steps

  1. Fill in the form below to book a My Money Review and we'll be in touch by telephone to arrange your appointment
  2. Talk to one of our experienced colleagues about your wants, needs and any plans you have for your money
  3. We'll give you tailored information based on what you have told us, with no pressure to decide
  4. Take the time you need to make decisions and let us know if we can help – no pressure!

Book your free appointment now

Alternatively, you can call us on 0345 600 6857

Why we need to know your address

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.

We'll give you options, answers and the time you need.

We won’t pressure you into taking our products or services, or recommend anything that we don’t think is right for you. That’s a promise to you from everyone who works at Skipton.

Our No Pressure Promise
No Pressure Promise
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