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Book your video appointment

Whether you're looking for financial advice, reviewing your savings or exploring mortgage options, we could help. Give us a call and book your video appointment today.

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

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


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.

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 we've created some support videos to help you get set up ready.

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