Recommend a friend

Can you help a friend in need?

Here at Skipton, we’re on a mission to help as many people as possible get the right financial help. We’re proud of what we do. And we want to spread the word as much as possible, in order to help as many people as we can.

As one of our customers you can play an important role in helping us to achieve this – after all there’s nothing stronger than word of mouth. That’s why we’ve produced our ‘Helping us to help others’ booklet. The aim of this booklet is for you to pass it on to someone who you think could benefit from Skipton’s services. It will tell them all the different ways we could help them.

If you have anyone in mind you can request a booklet by calling 0800 587 8858. And you could be instrumental in their first steps towards making more informed financial decisions.

Who could benefit from financial advice from Skipton?

There’s over 18 million people in the UK that could have a need for financial advice, according to 2018 research carried out for the Financial Conduct Authority. So there’s a good chance your nearest and dearest could benefit from Skipton’s help.

The good news is, we offer a range of services that could help your loved ones plan for a better future.

  • You may have children or grandchildren in mind – they could be looking to save for a wedding or make those first moves towards getting one foot on the property ladder.
  • It might be a relative who would benefit from having their pensions or retirement plans reviewed.
  • There could be a close friend who springs to mind. They may have inherited a lump sum of money and need some guidance over what they can do with it.
  • It would also be helpful to talk about the experience you’ve had with us – and maybe even encourage your loved ones to think about what it is they want to achieve with us.

    If you’d like to request a booklet for someone you know, call 0800 587 8858. Or, you can pass the number on to your loved one, and they can call to find out more information.

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