Financial Advice

Financial Advice

Make Your Move

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You could build a brighter future with the help of expert financial advice from Skipton.

Whether it's a life changing moment, simply wanting to make more of your money, a retirement that's edging ever closer, or leaving a stronger legacy for your loved ones – something's got you thinking about your financial plans. Speaking to one of our expert financial advisers could make a big difference to your long–term future.

What can we help you with today?

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Do I need Financial Advice?

Learn about why you might need financial advice and the benefits of speaking to a financial adviser. Plus, free tools and guides to help you get started.

Financial planning

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Investing for the future

Whether you’re new to investing or have an established portfolio, we’re here to provide as much or as little support as you need.

Investment planning

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Getting the retirement you deserve

If you’re approaching retirement or already enjoying it, we’re here to help you plan financially.

Retirement planning

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Making the most of your pension

Paying into a pension can be a great way to save for retirement. But are you making the most of yours?

Pension planning

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Protecting your estate from inheritance tax (IHT)

We could help you understand what IHT is, when it comes into effect and how to distribute your estate in a tax-efficient way.

Inheritance tax planning

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Stocks and Shares ISAs

We offer financial advice on investing in Stocks and Shares ISAs through a range of carefully selected funds.

Stocks and Shares ISAs

Book your FREE initial consultation about financial advice

Request a call back

Important information

Our recommendations are likely to include stock market-based investments. These aren't like building society savings accounts. The value of your investments and any income can go down or up and you may get back less than you invested. The Financial Conduct Authority doesn't regulate most forms of inheritance tax planning.

Why Choose Skipton?

Recommended

94% of our Financial Advice customers asked would recommend us*
Trusted

We are trusted with over £3.8 billion^ of our customers' money
Flexible

We offer appointments in branch, over the phone or via video link

*Oct 2022 - Sept 2023, 330 responses

^Correct as at November 2023

Things you should know

There’s no upfront cost to hear our financial advice and we’ll take the time to understand what you want to achieve – before presenting recommendations tailored to your personal circumstances.
You’ll only be charged if you choose to act on our recommendations – the amount will be made clear before you decide.
Our financial advice service could be right for you if you have at least £20,000 to invest or £500 on a monthly basis.

Request a call back today

Book your FREE initial consultation to find out if financial advice might be right for you. Simply fill in your details and we’ll be in touch at a time that suits you.

What to expect

The call will be as short or as long as you need.
We'll ask a few questions to understand your situation.
You'll also be able to ask any questions you have and find out how we can help.
There's no obligation to take things any further.

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Telephone

When is the best time to contact you?

Please can you provide more detail so we can tailor our call to be more beneficial for you?

Alternatively you can call us on 0800 731 5342

Make Your Move