Skipton Financial Adviser

Trusted & Clear Financial Advice

Choose your financial objective

We have integrated with Skipton Building Society.

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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 & 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.

Over 119,000 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 & Approach

Why choose Skipton for financial advice

Our Customers' Stories

Mr Brown's Story

"I genuinely feel like my adviser has made a difference to our lives"

Mr Brown was not a big advocate of financial advisers. He had endured “poor experiences” in the past; but decided to give Skipton Building Society a try after staff at his local branch recommended the services of their in-branch adviser, Kriss.

Read Mr Brown's Story

From the Knowledge Centre

What is drawdown? Five things you need to know

The 2015 pension freedoms have resulted in the rules around using your pension being completely rewritten. And this means that drawdown – once an option only accessible to certain people – is now available to every defined contribution pension holder. But what is drawdown? Here are five things you need to know.

What does the base rate reduction mean for long-term savers?

On Thursday 4 August 2016, the Bank of England reduced base rate to a new historic low of 0.25% - as a result of the Brexit slowdown - which could see banks and building societies reducing their interest rates even further.

Brexit: do you need help monitoring your investments?

The June 24 Referendum result has huge consequences for the future of the United Kingdom, triggering many questions that for the moment are unanswerable.

Go to the Knowledge Centre

Important information

Stock market-based investments are not like 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.

To help maintain service and quality, some calls may be recorded and monitored. Calls are free from a BT landline, costs from other networks and mobiles may vary. Lines open 9am-7pm, Monday to Thursday and 9am-5pm on Friday for all phone numbers apart from 0800 085 0459 where lines are open 9am-5pm, Monday to Friday.

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.