Financial Planning

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.