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Skipton Building Society - Recommend a Friend

If you introduce someone you know to financial advice at Skipton, and they go ahead with our advice, you’ll both receive £250 each.

Expert advice you can count on

  • 94% of our financial advice customers would recommend us*.
  • We are trusted with over £3.8 billion^ of our customers’ money.

*Oct 2022 - Sept 2023, 330 responses. ^Correct as at November 2023

You’d like to recommend someone you know

We’re on a mission to help as many people as possible get more from their money. And as someone who knows the importance of long-term financial planning, you could play a key part in helping us to do that.

The person you’re recommending can be anyone you know: a friend, family member or even a work colleague. Even better, you can recommend us to as many people as you like. (This person can’t be a spouse or civil partner and must live at a different address to you. And they also can’t already be a Skipton financial advice customer.)

What you need to do

  1. Recommend us

    Simply tell your friend or family member that you think they could benefit from our help. (The person you’re recommending will need at least £20,000 to invest or be happy to commit to investing at least £500 per month. If they have existing investments they would like us to review, they need to be worth at least £50,000.)

  2. Send them our way

    If they’re interested, point them our way. You can ask them to visit this website or get them to scan the QR code on the flyer if you have one.

  3. That’s your job done

    If the person you refer takes us up on our advice, we’ll send you both £250 each.

Someone you know has recommended us

Great, we’d love to help you too.

  • Perhaps you want to get your savings working harder over the long-term (5+ years).
  • You’d like to discover more options for building your wealth.
  • You’re wanting to plan with confidence for major goals – like a fulfilling retirement.
  • You’re looking to leave a stronger legacy for your loved ones.

Whatever it is, we’re here to listen to you and understand your all-important needs. We want to help you find a solution that’s right for you – and hopefully give you and your friend an extra £250 in your back pockets.

What you need to do

  1. Speak to us

    Visit your local branch or request a callback, so we can have a quick chat to check our advice service is right for you. Our advice service is available if you have at least £20,000 to invest or are happy to commit to investing at least £500 per month. If you have existing investments you would like us to review, they need to be worth at least £50,000.

  2. Book a review

    Next, we’ll arrange for you to have a review with one of our expert financial advisers. They’ll take time to find out all about you and put together a financial plan that’s tailored to your needs.

  3. Review your options

    Then it’s time for you to go away and have a think. You can take the time you need to work out if our advice could be worth it – there’s no pressure to take up our recommendations.

If you decide to act on our advice, you and the person who recommended us will receive £250 each.

What you could benefit from

  • Trusted expertise

    We’ve over 30 years’ experience in offering a financial advice service.

  • Personalised recommendations

    Financial advice with Skipton is all about you. We’ll take time to understand what you want to achieve.

  • No upfront cost to hear our advice

    A fee only applies if you decide to take our advice and you’re under no pressure to act. Plus, we’ll let you know the amount before you decide.

  • Flexible financial advice to suit you

    We offer appointments in branch or you can have one from the comfort of your own home through video link.

Visit your local branch or request a call back today

If you'd like to find out more about how Skipton could help you, visit our Financial Advice homepage. If you'd like to get started right away, request a call back today.

What to expect

  • The call will take as little or as long as you need.
  • We'll ask a few questions to understand your situation.
  • You'll also be able to ask any questions you have and find out how we can help.
  • And, there's no obligation to take things any further.

Alternatively you can call us on 0800 731 5342 or visit your nearest branch.

Important Information

Our recommendations are likely to include stock market-based investments. These are not like bank and building society savings accounts as your capital is at risk and you may get back less than you invested. The value of your investments and any income from them may fall as well as rise.

  • This scheme is open to current Skipton Building Society (‘Skipton’) financial advice customers (who have invested with Skipton advice and still hold those investments via one of our platform providers).
  • Individuals who make an eligible referral will receive £250 paid by BACS (bank transfer) once the person being referred acts on Skipton’s advice and pays an advice fee.
  • Individuals who have been referred and meet all the requirement of these terms and conditions will receive £250 paid by BACS (bank transfer).
  • To qualify for the £250, the referred customer must act on the advice provided by the Skipton Financial Adviser.
  • This incentive scheme is only open to UK residents referring people who are also UK residents. The individual making the referral must live at a different address to the person they are referring.
  • This referral scheme is not open to Skipton colleagues, or colleagues of Skipton’s subsidiaries, or their relatives.
  • The person being referred cannot be an existing financial advice customer at Skipton. If more than one person is referred, none of them must be existing financial advice customers.
  • If you’re making a referral you must be an existing Skipton financial advice customer at the point the referred person completes their investment with Skipton.
  • Referrals made by customers who have a joint holding will be classed as one referral and qualify for one referrer payment per eligible referral.
  • If more than one customer is referred and they have a joint review/appointment process, only one payment of £250 will be made to them.
  • To qualify for the incentive scheme the referred customer must provide the name and address details of the person referring them as part of their financial advice appointment. This allows us to confirm eligibility.
  • Qualifying Skipton financial advice customers can refer as many friends or family as they like with Skipton whilst this scheme continues to run. They must personally know the people they are referring.
  • When you refer a friend or relative, you must not send details of this offer by electronic means (including email) unless your friend or relative has specifically asked you to do so. Otherwise all referrals made by you will be ineligible.
  • As long as these terms and conditions are met, the £250 payments will be made by BACS (bank transfer) approximately three weeks after the referred customer completes their investment through Skipton. We will write to the referred customer within two weeks of completing the investment activity to request the bank details to transfer the £250 to. The payment for the referring customer will be sent by BACS to the bank account details we hold on file for them. If we do not hold any bank details on file, we will contact the referring customer for bank details after the referred customer has completed their investment activity.
  • This incentive scheme may be withdrawn or varied at any time without prior notice.
  • Data will be used in accordance with the Society’s Data Privacy Policy.

    The scheme is being promoted by Skipton Building Society, which is a member of the Building Societies Association. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct.

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