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. Take our suggestions home and decide what you’d like to do next.

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

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 your appointment

To book an appointment in your local branch, or by video appointment, call us on 0345 607 9711 or request a callback

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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