Financial Advice

Thinking of getting financial advice? We’re ready to help you make wise decisions over your financial future. 

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. 

How could you benefit from financial advice? 

Financial advice could help you get on the right path to achieve 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: 

  1. Make smart financial decisions. 

  2. Prepare for key goals in a way that’s right for you. 

  3. Put your money in the right place for your needs. 

  4. Avoid paying more tax than you need to on your savings and investments. 

  5. 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.

Book a financial advice review 

Our friendly team of qualified advisers are ready to help you:

  • Explore ways you could get your money working harder.
  • Plan to achieve your long-term financial goals.
  • Feel more on top of your financial future.

You could benefit from a review:

In branch

Over the phone

Through video link

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. 

Could financial advice be right for you? Book a free initial consultation to find out. Request a call back. 

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 take as little or as long as you need.
  • We'll ask a few questions to understand your situation.
  • You can hear more about how our service works and ways we might be able to help. And there's no obligation to take things any further.

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Prefer to call us?

Arrange your appointment by calling us on 0800 731 5342

Why choose Skipton? 

Experienced

We’ve been offering a financial advice service for over 30 years. 

Trusted

We’re trusted with over £4.7 billion^ of our customers money. 

^Correct as at November 2024

Qualified

We have qualified financial advisers around the UK. 

"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