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Our financial advice fees

Our financial advice and planning service is designed to help you make plans for your money and then bring them to life.

We understand that everyone's situation is different, we provide 3 levels of advice based on your needs. This ensures you receive the service that's right for you, without paying more than you have to.

There is nothing to pay upfront. You’ll only be charged if you decide to take us up on our recommendations, with no pressure from us - that's a promise.

Your advice needs and what this might initially cost

Straightforward needs

Might be good for you if you:

  • have no existing investments that need reviewing
  • have a fairly simple investment goal
  • are happy to consider recommendations from a small number of fund options
  • have a cash sum between £20,000 and £50,000 to potentially invest.

An example investment

Investment amount £20,000
Advice charge based on straightforward needs 2%
You'd Pay £400

Multiple needs

Might be good for you if you:

  • have more than one financial goal in mind
  • want your current investments reviewing
  • are happy to consider recommendations from a small number of fund options
  • have existing funds or cash sums to potentially invest between £50,000 and £400,000.

An example investment

Investment amount £60,000
Advice charge based on multiple needs 2.5%
You'd Pay £1,500

Complex needs

Might be good for you if you:

  • have a number of financial goals in mind
  • want your current investments reviewing
  • want your adviser to consider a wider range of fund options
  • have existing funds or cash sums to potentially invest at least £125,000.

An example investment

Investment amount £125,000
Advice charge based on complex needs 3%
You'd Pay £3,750

Next steps

  1. It all starts with a free initial consultation to help you find out if financial advice might be right for you. Call 0800 731 5342 today or arrange a call back.
  2. One of our financial advisers will take the time to understand your current situation and long-term financial goals, so they can review how your plans stack up.
  3. Your adviser will present advice suited to your personal circumstances, including your feelings about risk and reward. This includes explaining how much you’d need to pay to take up this recommendation which will include both initial and ongoing fees.

Important information

Our recommendations are likely to include stock market-based investments. These are not like bank and building society savings accounts as your capital is at risk and you may get back less than you invested. The value of your investments and any income from them may fall as well as rise.

Get in touch

Request a call back

We can call at a time that suits you

Request a call back

Speak to us on

Speak to our Skipton contact centre

0800 731 5342

Skipton Link

Learn more about our video appointment service

Skipton Link

No pressure promise

As part of our no pressure promise, there's no-obligation to act on any advice you receive. Or any upfront fee to pay to hear it.

Our No Pressure Promise
No Pressure Promise

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To help maintain service and quality, some telephone calls may be recorded and monitored.

Site intended for UK residents only. Skipton Building Society is a member of the Building Societies Association. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, under registration number 153706, for accepting deposits, advising on and arranging mortgages and providing Restricted financial advice.
Principal Office, The Bailey, Skipton, North Yorkshire, BD23 1DN.

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