Our aim is simple:
To make you better off in a way you understand, value and trust.
Financial Advice is available in all of our branches through our wholly owned subsidiary, Skipton Financial Services Limited (SFS). They can recommend the most suitable investment products for you from amongst the best companies in the entire market.
Investment Advice
SFS can help you plan to get more out of your money.
Find out about SFS’ fee free advice service.
Inheritance Tax Planning
Having worked hard all your life to build your financial portfolio and assets, it’s upsetting to know that 40% of everything over £312,000 could be given back to the Government in Inheritance Tax (IHT) if you are single or divorced – or everything over £624,000 if you are married, in a civil partnership or widowed.
Inheritance Tax information
Retirement Planning
Make sure your finances are in shape for your retirement. A comprehensive service for those in or approaching retirement.
Apply direct on line!
Financial Seminars
Seminars focused on Inheritance Tax and the different types of investments in the marketplace.
Book now
What to do next...
To plan for a secure financial future just pop into your local Skipton Building Society branch today or call 08457 171777* to make an appointment.
For more information on your options and the types of products available, please visit the SFS website.
Alternative ways to contact Skipton Financial Services.
Skipton Financial Services Limited is authorised and regulated by the Financial Services Authority.
Registered Office:
The Bailey
Harrogate Road
Skipton
North Yorkshire
BD23 1DN.
Registered in England , Number 2061788. Skipton Financial Services Limited is a wholly owned subsidiary of Skipton Building Society.