There’s a lot going on right now. And it might leave you with some questions about your financial future.
It’s at times like this that speaking to an expert can make a valuable difference. And at Skipton Building Society, we’re proud to be working closely with CJC Legal Services to help you do just that. We can provide tailored, no-obligation advice on your financial plans, to help you look ahead with greater confidence.
It’s what we do. At Skipton we’ve been at heart of our communities since 1853. And we’ve been offering a financial advice service for over 30 years. This isn’t the first time we’ve stood strong through a tough situation. We’ve supported generations of members with their financial needs.
We’re right here to do the same for you.
Why a review now could really help you
The current uncertainty
Over recent months we’ve seen significant market volatility and interest rate falls. If you have savings, investments and pensions – it’s bound to have affected you. We can review the strength of your plans, and how they now measure up to achieving your goals.
Planning a stronger legacy
The pandemic is affecting different people in different ways. It could mean your family ultimately has a greater need for a good inheritance. It’s worth thinking about how you’re growing your wealth, and the plans to one day leave it behind.
Working towards a brighter future
As difficult as things are this year, we will get through this period. And by reviewing your plans now, you could potentially be in a better position to achieve a more prosperous financial future.
Plan your future without leaving your home
At a time when it’s just not that simple to get out and organise your plans, we’ve got different ways to support you with planning your financial future.
We offer an award-winning, and easy to use, Skipton video link service that proves all the benefits of a face-to-face appointment. All you need is a computer, laptop or tablet with access to the internet.
“We found the Skipton Link appointment worked perfectly. It’s so much easier to schedule. And the video technology is such that you can exchange documents and see each other on screen – so it’s preferable.” Dr Cooper
If you’re in a good place with your plans, your adviser will tell you. It’s part of our honest, no pressure approach. However, if we feel you could be making more from your money, we can research the market and provide you with tailored recommendations.
Why choose Skipton?
- Over 30 years’ experience in financial planning
- Advisers nationwide
- Online, face-to-face reviews
- Tailored recommendations to suit your needs
- No pressure to act
- A charge will only apply if you choose a recommendation
- 95% of financial advice customers would recommend Skipton for financial advice*
recommend Skipton for financial advice*
For more information contact:
Tel: 012833 566133
Please remember that stock market-based investments aren’t like bank and building society savings accounts as your capital is at risk and you may get back less than you invested.
*2,058 customers surveyed December 17 to March 19.
Skipton Building Society is a member of the Building Societies Association. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, under registration number 153706, for accepting deposits, advising on and arranging mortgages and providing Restricted financial advice. Principal Office, The Bailey, Skipton, North Yorkshire BD23 1DN.