A My Review allows you to discuss the goals you have for your money, and with our friendly no pressure conversation we can discuss options with you to help you get track.
Whether you’re saving for short terms needs or planning ahead, a conversation with one of our colleagues could be the first step in helping you to get your money working harder.
The review is not just about your savings. We can help you in lots of other ways too – from discussing your retirement plans to insurance or to helping you plan your legacy. Additionally, if you would like details on pensions and investments, we'll arrange an appointment for you with one of our expert financial advisers.
And whilst we ask you only visit a branch if it’s necessary, you can still talk to us face-to-face via our Skipton Link video appointment service. You’ll just need a device that supports video conferencing – usually your laptop, desktop or tablet – and access to the internet.