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Get it right and financial planning could change your life for the better. That’s why it makes good sense to speak to an expert.
The great news? We offer a friendly, no obligation financial advice service.
Personalised recommendations.
No pressure to act.
No upfront fee to hear our advice.
Through financial advice, we could help you on your way to achieving what you want from your money. Whether that’s better financial security, reassurance over your loved ones, or a comfortable retirement.
When it comes to achieving your financial goals, there’s no one size fits all. What works for someone else might be completely wrong for you. This is where financial advice could really pay off.
An expert can use their extensive knowledge to find the right financial solutions for you. And help you:
Make smart financial decisions.
Prepare for key goals in a way that’s right for you.
Put your money in the right place for your needs.
Avoid paying more tax than you need to on your savings and investments.
Avoid making costly mistakes.
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 tax treatment of investments depends on personal circumstances. Tax rules may change in the future.
The Financial Conduct Authority doesn't regulate most forms of inheritance tax planning.
Our friendly team of qualified advisers are ready to help you:
It costs nothing upfront to find out how you could improve your financial plans. A charge will only apply if you act on a recommendation. And there’s no pressure at all to take our advice.
Unlike many banks and building societies, you only need at least £20,000 to benefit from a financial review with us – or be able to invest £500 each month. If you have existing investments and pensions, it’s a minimum of £50,000.
"I decided to invest with Skipton after receiving clear, honest, and constructive financial advice. I genuinely feel that they have my best interests at heart and would recommend them to friends and family. "
Mrs Angela Palmer, Skipton Building Society customer
