Financial Advice done differently

Personalised advice

Plan for the future with financial advice you can trust

Our personal service

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We’re not salesy

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Lower investment point

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No obligation consultation

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Only charged if you act

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Our X step process

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How do we help you decide if financial advice is for you?

  • We’ll give you a free no obligation consultation on your terms and your preferred location (video, telephone, in branch, in home)
  • We’ll discuss your:
    • goals and aspirations
    • learn about your circumstances
    • paint a picture of your finances
    • and explore how you feel about risk.
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If we both agree that you would benefit from financial advice

  • We’ll develop your financial plan using our dedicated inhouse team of financial research analysts in Skipton.
  • They have distilled the 1000s of funds available, into our preferred panel of funds to develop your personal finance plan, in conjunction with your financial advisor.
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Presenting your plan

  • Your financial advisor will present your personal finance plan to you in a clear and straight forward way and make sure you understand it.
  • You’ll have all the time you need to think about the plan – our no pressure promise.
  • You make your decision – You’ll only be charged if you act on your plan.
  • We provide you with financial advice – not a sales pitch.
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Putting your plan into action and supporting you on your financial journey

  • Skipton Financial advice is with you for the long haul, because investment planning is a marathon not a sprint;
  • We use a tiered approach for our panel of funds, simple, in depth or complex – you only pay for what you need
  • You’ll continue to be supported by your friendly expert advisor, if you decide you need it.
  • There will always be support from Skipton Financial Advice’s own back office team of experts for you and your advisor
  • We provide you with financial advice – not a sales pitch

Ways to contact

Call us

A free initial consultation to understand your goals and see if financial advice could be right for you.

Let us call you

We'll call you back at a suitable time for your free initial consultation.

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