Skipton Link - our video appointment service

A simple, convenient way to have great conversations about your financial future.

With our video appointment service, Skipton Link, you could get help with savings, mortgages or financial advice from the comfort of your own home. You can also book a My Money Review for free advice on ways we could help you get your savings on track to meet your goals.

How it works

Call us

Call us to book an appointment.

We'll send the details

We'll send you details of your appointment by email, including a link to log in.

Log in

At the time of your appointment we'll call you and help you to log in using the link.

Your Skipton Link appointment

Benefits of a Skipton Link video appointment.

  • Talk to a savings consultant, mortgage adviser or one of our financial advisers
  • It’s secure, free of charge and easy to use
  • Documents shared are completely secure.

Financial Advice

Our financial advisers could support you in planning for your medium- and long-term goals. This includes investments, pensions, retirement and inheritance tax planning. See if financial advice could be right for you.

0345 607 9730

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My Money Review

Book an appointment to check if your savings could be working harder, get answers to your questions or open an account. We can also help with information on planning your legacy. Best of all, it’s completely free. 

0345 607 9839

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Mortgages

Once you have a Decision in Principle you can take the next step to arranging a Skipton mortgage and get recommendations based on your circumstances.

If you already have a Decision in Principle, please call to book an appointment with a Mortgage Adviser.

0345 607 9840

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How to prepare and start your appointment

All you need is access to a computer or tablet that supports video calls – and secure access to the internet. We've created useful support videos to help you get set up.

Support videos