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Financial Advice

Score for Skipton Building Society

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 the most 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.

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. The Financial Conduct Authority does not regulate most forms of inheritance tax planning.

Book your FREE initial consultation about Financial Advice

Why Choose Skipton?

  • Experts


    97% of our financial advice customers would recommend us*

  • trusted


    We are trusted with £3.7 billion pounds of our customers' money

  • flexible


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

* April 2021, Skipton research, 295 responses

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 take as little 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.
  • And, there's no obligation to take things any further.

Alternatively you can call us on 0800 731 5342

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