Skipton Financial Advisers

Trusted and Clear Financial Advice

Choose your financial objective

We’re committed to protecting your personal data

Find out more

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 can I tell if I’ve invested in a good fund?

As so much can change over the time you invest, what was once a ‘good’ fund for you may no longer be the case – and it might not be working how it’s supposed to. Find out more here.

Know Your Limits - Are you affected by the pension Lifetime Allowance reduction?

Although you can save as much money as you like towards a pension, there’s a limit on how much you can accrue before a tax charge of up to 55% could apply. This limit is known as the Lifetime Allowance.

The EU Referendum – what next?

With the UK set to leave the European Union (EU) following June’s Referendum, it’s a little uncertain what will happen next and how this could affect your investments.

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. The Financial Conduct Authority does not regulate funeral plans. You should check the provider is covered by the Funeral Planning Authority.

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.

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.