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 your attitude to risk, 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 35 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.