You can be assured that your needs come first with us. We will always act with integrity, and stay true to our word.
With advisers based all over the country, you can be confident of receiving straight-forward financial advice on improving your long-term finances.
We have chosen to offer Restricted financial advice. This means we offer expert advice on a range of carefully selected products and investment funds from well respected providers, which form our ‘Preferred Product/Fund Range’.
We are specialists in investment, retirement and inheritance tax planning. Our review service is all about taking the time to get to know you, and your financial circumstances, before offering advice that we feel you can benefit from. We’ll provide you with all the information you need to make fully informed decisions about your future.
As part of Skipton Building Society we operate on mutual principles of putting customers at the heart of everything we do.
We are proud of being chosen to provide our services via the following organisations
Planning tomorrow together is what we do for each and every customer. We don’t merely provide ‘off-the-shelf’ advice; our advisers treat customers as individuals, building long-term relationships and helping them to make plans for achieving their personal financial objectives.
We try hard to ensure that everything is explained to you in plain English, and we are always open and honest in our approach. We fully appreciate how organising your finances in the most advantageous way can be confusing.
Our aim is simple: to make you better off in a way you understand, value and trust.