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Financial Advice

Score for Skipton Building Society

You could build a brighter future with the help of expert financial advice from Skipton.

Whether it's a life changing moment, simply wanting to make more of your money, a retirement that's edging ever closer, or leaving a stronger legacy for your loved ones – something's got you thinking about your financial plans. Speaking to one of our expert financial advisers could make a big difference to your long–term future.

Book your FREE initial consultation about financial advice

Important information

Our recommendations are likely to include stock market-based investments. These aren't like building society savings accounts. The value of your investments and any income can go down or up and you may get back less than you invested. The Financial Conduct Authority doesn't regulate most forms of inheritance tax planning.

Why Choose Skipton?

  • Recommended

    94% of our Financial Advice customers asked would recommend us*

  • Trusted

    We are trusted with over £3.8 billion^ of our customers' money

  • Flexible

    We offer appointments in branch, over the phone or via video link

*Oct 2022 - Sept 2023, 330 responses

^Correct as at November 2023

Things you should know

  • There’s no upfront cost to hear our financial advice and we’ll take the time to understand what you want to achieve – before presenting recommendations tailored to your personal circumstances.
  • You’ll only be charged if you choose to act on our recommendations – the amount will be made clear before you decide.
  • Our financial advice service could be right for you if you have at least £20,000 to invest or £500 on a monthly basis.

Request a call back today

Book your FREE initial consultation to find out if financial advice might be right for you. Simply fill in your details and we’ll be in touch at a time that suits you.

What to expect

  • The call will be as short or as long as you need.
  • We'll ask a few questions to understand your situation.
  • You'll also be able to ask any questions you have and find out how we can help.
  • There's no obligation to take things any further.

Alternatively you can call us on 0800 731 5342

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