Choosing the right financial adviser isn't always easy. After all, they have to be someone you completely trust, work well with and can depend on. We believe our service offers each of these qualities – so much so that we have thousands of customers across the UK, many of whom have been with us for years.
Our service comes highly rated:
98% of our financial advice customers said our service is good, very good or excellent.
Source: 6,721 customers surveyed, July 2009 – December 2015
What makes Skipton different:
Expert advice on your doorstep
If you have at least £20,000, to invest or re-invest, you can meet your financial adviser for a review at a Skipton Building Society branch, your home or wherever you feel most comfortable.
It really is all about you
Being part of a building society means we highly value our customers and will always put your needs first – to ensure you receive the best possible service
You’re not just a number
We understand that everyone is different, and view each and every customer as unique. Therefore, we’ll make sure our advice matches your individual needs.
A wealth of experience
Having offered financial advice for nearly 30 years, we have a wealth of experience in helping customers make plans to achieve their financial goals.
We research the market
Our highly-trained, in-house team of specialists are regularly researching the market to source the most suitable products for our customers, to construct a preferred panel of funds. So you can be assured we’ll never advise you to invest in a product that isn’t right for you.
Our customers' stories
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.