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Our video appointment service

With our video appointment service, Skipton Link, we could 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 your money on track to meet your savings 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.

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

Skipton Link - Video appointment guide [PDF]
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Financial Advice

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

0345 607 9730

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Savings Review

Book an appointment to check if 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.

0345 607 9839

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Mortgages

Once you have a Decision in Principle you can 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.

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

0345 607 9840

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

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