Skipton Financial Advisers

Trusted and Clear Financial Advice

Choose your financial objective

The state pension age is timetabled to increase.

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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

Why choose Skipton for financial advice

Read our customers' stories

With customers based around the UK, we are proud of the fact thousands of our customers have been with us for many years, and the positive difference we have made to their lives. But don’t just take our word for it. Our satisfied customers share their stories about why they needed financial advice, the ways we have helped them, and what they think of our service and people.

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From the Knowledge Centre

How can I review my pension?

Each year, your pension provider should send you a statement detailing how much you are paying into your pension, its current value, and its projected value at the plan's selected retirement date. Click here to find out more.

An ethical way to invest

At Skipton we’ve developed a new socially responsible fund panel, to help people invest in a way that matches their ethical and moral views.

How does pension tax relief work?

You may have heard people talk about what a big deal it is, but how does pension tax relief work? Is it really as good as some suggest? And how can you make the absolute most of it?

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.