Skipton BS Financial Services

The Skipton Building Society offers all our clients a completely free review service and are currently offering; reduced charges; accessible, tailored financial advice and no pressure to act.

Skipton BS Financial Services

Take control over your financial future. Speak to an expert.

Whether you’re preparing for retirement, saving for other long-term goals, or want financial security for the family, having a strong plan in place is imperative. And you want to be sure you’re making the right decisions.

A financial adviser can help you do that.

For clear, friendly advice you can trust, CJC Legal Services recommends Skipton Building Society. With over 30 years of experience in offering financial advice, they’re available to answer your questions, and support you as much as possible with your financial wants and needs.

Taking advantage of Skipton’s expertise now could really pay off. Provide you with a better chance of achieving your goals. And give you greater confidence in your finances.

  • Over a complimentary phone consultation, you can discuss your unique situation with Skipton. And they can help you work out whether financial advice could be a worthwhile step.
  • The first meeting with a Skipton adviser is free. It involves them getting to know you more, reviewing your current plans, and finding out more about your financial desires.
  • From there, they’ll provide tailored recommendations that could strengthen your plans further. You don’t have to take their advice – and you’ll be given all the time you need make your decision. Charges will be explained in detail before you decide on your next steps.

Because Skipton like to keep things simple, not only can you visit one of their branches for a review. They can come to you, speak to you over the phone – or via a video-link.

Their advice isn’t just a one-off. Skipton can work with you every step of your journey – to help you keep on track of your plans.

Why choose Skipton:

  1. 30 years’ experience in financial planning
  2. Trained financial advisers, local and across UK
  3. No pressure to act
  4. Accessible advice in your home, Skipton branch or over a video-link
  5. Tailored recommendations
  6. Advice you can understand, value and trust

Stock market-based investments aren’t like building society savings accounts – as your capital is at risk and you may get back less than you invested. Also, the value of your investments and any income from them could fall as well as rise.

Seek peace of mind over your family’s future.

When you’ve spent a lifetime building your wealth, you want the ones you loved to inherit as much of it as possible. And that takes careful financial planning.

Skipton Building Society can help you establish whether inheritance tax could affect your legacy – and if necessary, work with you to address any liability you may have.

With annual inheritance tax revenue reaching record figures, speaking to someone now could give you greater peace of mind over your family’s future.

  • Inheritance tax applies if your estate is worth more than a certain level upon your death. Anything above this is charged at up to 40%.
  • Your estate includes anything from your home, car, savings and investments – to jewellery and household furniture.
  • Through a face-to-face review, Skipton can guide you through the complexities of inheritance tax rules and solutions. Then suggest ways that could help you address it.
  • Their recommendations will be tailored to you and there is absolutely no pressure act.

Some areas of inheritance tax aren’t regulated by the Financial Conduct Authority. Various inheritance tax solutions could put your capital at risk, so you may get back less than you invested. And inheritance tax thresholds depend on your individual situation and prevailing legislation – both of which may change in the future.

Find out now if you could be liable for inheritance tax. Call Skipton today for a free and quick consultation.

Taking ten minutes out of your day could prove worthwhile – and make a positive difference to your family’s future.

  1. 30 years’ experience in financial planning
  2. Trained financial advisers, local and across UK
  3. No pressure to act
  4. Accessible advice in your home, Skipton branch or over a video-link
  5. Tailored recommendations
  6. Advice you can understand, value and trust

Helping you find the right solution for your money.

If you’re looking to achieve stronger, long-term returns from your money, Skipton Building Society are here to help.

Perhaps you have cash in a low-interest savings account? Or you already have investments but they’re no longer right for you? Skipton will use their expertise to help you find an alternative financial solution. One you feel most comfortable with. And one that offers you more chance to achieve the returns you need.

  • During a review, you can tell them about your financial goals and situation, along with any concerns you may have.
  • They’ll take the time to get to know you, answer your questions – and look for options they feel are best suited to your unique situation, before providing tailored recommendations.
  • You don’t have to make a decision there and then. And there’s absolutely no pressure to act on their advice.

Investing can be very rewarding. But it’s important to know that stock market-based investments aren’t like building society savings accounts – as your capital is at risk and you may get back less than you invested. Also, the value of your investments and any income from them may fall as well as rise.

Skipton are here to help you invest with ease. And in a way that’s right for you. To see if their service could benefit you, call them today for a free consultation over the phone.

  1. 30 years’ experience in financial planning
  2. Trained advisers, local and across UK
  3. No pressure to act
  4. Accessible advice in your home, Skipton branch or over a video-link
  5. Tailored recommendations
  6. Advice you can understand, value and trust

Helping you build the future you want.

Retirement is a huge step for anyone. And like most of us, you want to make sure you’re prepared for it – especially financially.

No matter how far away your retirement is, there are many important steps you could be taking right now. Steps that could have a positive impact on your future.

It isn’t just about saving into a pension. There’s a lot to consider when it comes to planning for a retirement you can afford. But you don’t have to do it alone. Skipton Building Society are here to provide all the advice and support you need. Not just now – every step of your retirement journey.

  • They’ll help you develop a clearer picture of what you want from retirement and the income you might need.
  • After taking a close look at your current provisions, they can determine how on track you are to achieving your retirement goals. And if necessary, look at what you could be doing to strengthen them as much as possible.
  • Even once you’re retired, Skipton will continue to provide advice and support. There are many key considerations when withdrawing your income. And they’re here to help you manage it in the most efficient way.

The value of investments and the income from them may fall as well as rise. If you take too much income too quickly your fund could become depleted or run out altogether.

Retirement is your reward for years of hard work. Find out what you could be doing to build the future you deserve. Call Skipton today for a free consultation.

  1. 30 years’ experience in financial planning
  2. Trained financial advisers, local and across UK
  3. No pressure to act
  4. Accessible advice in your home, Skipton branch or over a video-link
  5. Tailored recommendations
  6. Advice you can understand, value and trust