Investment Planning

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