Saving for the future

Saving for the future

Saving for the future

Many of us have specific financial goals or certain aspirations – sitting down and discussing them with an expert can help you develop the right strategy towards achieving them.

Saving for the future need to knows

  • When it comes to individual financial goals, it’s really important to consider the timeframes involved before you need your money.
  • Short-term financial needs should always involve saving your money, and it’s also important to have some capital that is easily accessible (in case of an emergency like an unexpected bill).
  • However, for longer-term needs of five or more years, you could consider investing your money instead. This will involve adopting some level of risk, but offers the potential for greater returns – which might give you a better chance of realising your goals.
  • We can help you make suitable plans through our in-depth review service. We will help you to consider all of your objectives and the best potential way of achieving them, so nothing is overlooked.
  • We can then offer a solution for making the most of your money in a way that matches your circumstances (such as appetite for risk) – with no pressure to act on this advice. 
Mrs Smethurst

Mrs Smethurst's Story

"I always feel he is interested in doing his very best for me."

When Mr Smethurst sadly passed away unexpectedly, his wife found that Skipton Building Society and – her local adviser, Simon – were readily available to continue providing guidance and support on financial matters.

Read Mrs Smethurst's Story