Our video appointment service

Skipton Link

Even while we’re apart, we can still have a face to face conversation about your money.

Although things may be different at the moment, we’re here for our customers and having face to face conversations like we always have. With our video appointment service, Skipton Link, we can help you with savings, mortgages, financial advice or planning your legacy from the comfort of your own home. You can also book a My Review to see how we could help you get on track to meet your goals.

Your Skipton Link appointment

Discover the 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 sent and retrieved are completely secure

Follow the steps in our guide to make sure you’re properly set up and ready for your Skipton Link video appointment.

How it works

Step 1

Call us to book an appointment.

Step 2

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

Step 3

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

How to prepare and start your appointment

You’ll need a device that supports video conferencing – usually your laptop, desktop or tablet – and access to the internet. You can test the compatibility of your device.

To help you prepare for and start your video appointment we've created some support videos to help you get set up ready.

Support videos

What our customers think

For many years advisers have come to our house, but we live in a rural place which can make it difficult to have a meeting. It’s so much easier to schedule a Skipton Link appointment, and the video technology is such that you can exchange documents and see each other on screen.

Financial advice customer Dr Cooper

Call to book your video appointment

Savings review appointment

Book and appointment to check your savings are on track to achieve your goals, get answers to your questions or open an account. We can also help with planning your legacy.

Mortgage appointment

Find out how much you might be able to borrow on a Skipton mortgage, get recommendations based on your circumstances, or enquire about an existing mortgage. Security is required for any loan.

Financial Advice appointment

Our financial advisers are here to support you in planning for your medium and long term goals. Talk to them about investments, pensions, retirement and inheritance tax planning.

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