Why choose Skipton Building Society?
For anyone looking at financial advice, the important thing to remember is that it’s all about helping you make informed decisions for your future.
The choices you make around your finances could very well affect your standard of living for the rest of your life – it’s really important to get those financial decisions right. Financial advice could help you to assess your options and make stronger long-term plans.
This is why we’re proud to partner with Skipton Building Society, the UK’s fourth largest building society – who have over 30 years’ experience in offering a financial advice service. They could help you review your plans and present personalised recommendations, with no pressure to act.
Planning ahead can make the world of difference
Whether you’re looking to improve your overall lifestyle or have specific future goals you’d like to reach, Skipton could help.
They have a real passion for helping people with their financial plans, in fact, they’ve already assisted thousands of customers all over the UK – and currently look after £3.7 billion of their customers’ money.
What to expect from Skipton’s financial advice
• It costs nothing to find out if Skipton could help – with a free initial consultation offered to determine whether financial advice might be right for you.
• There is no pressure to act on Skipton’s advice, or an upfront fee to pay to hear it. You will only pay for advice if you later decide to take up a recommendation.
• Skipton take a tailored approach of getting to know you, your attitude to risk and what you want to achieve with your money.
• They’ll take the time to help you consider your long-term goals and options. With carefully researched recommendations, personalised to you.
• They believe financial advice shouldn’t just be for the wealthy – and have a range of financial advice options, to suit different needs, at different costs.
• Skipton could support you with investment, retirement and inheritance tax planning. With their advice, you’ll be able to make informed decisions about your future.
Better to be in it for the long haul
There's more to financial advice than simply sorting out your money and Skipton want to help you grow yours. But investing isn't the same as putting your money into a savings account.
Investing can put your capital at risk because the value can go down as well as up and you might get back less than you originally invested. So you should be comfortable with the risks involved and be prepared to invest for at least five years. Skipton’s advice is available if you have at least £20,000 to invest or are happy to invest from £500 per month.