Skipton Financial Advisers

Trusted and Clear Financial Advice

Choose your financial objective

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How we can help you

Planning your retirement

A wonderful and happy retirement won’t just happen. How you prepare will go a long way to determining your future lifestyle – and we can help you to make suitable plans.

Inheritance tax planning

Every year, thousands of people leave behind an inheritance tax bill. With our advice, you might not be one of them.

Investing your money

We offer specialist advice on investing, suitable for experienced investors or beginners.

How we work with you

Honest and truthful advice

Our aim is to develop customer relationships that last years, rather than minutes. We will never short change you by offering advice that’s not right for you. Your best interests are our best interests too.

Thousands of customers nationally

Our nationwide team of advisers can meet you at a location convenient for you, and will always treat you like an individual. You will never be considered just a number.

We talk in plain English

Everything will be explained clearly, and we will never attempt to push you into making decisions. After all, it’s your money we’re dealing with – and your financial future that matters.

Our benefits and approach

From the Knowledge Centre

How to invest your money in a tax efficient way

There are so many ways you can invest your money over the medium to long-term. One way – which is considered the most tax advantageous – is through a stocks and shares ISA.

Skipton Insight: new tax year podcast

The new tax year heralds a number of important considerations for investors – and we’re here to help you think about your plans.

Skipton Insight: what's next for Brexit?

After yesterday’s resounding parliamentary defeat, the UK’s future relationship with the European Union (EU) remains deeply uncertain.

Go to the Knowledge Centre

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.