With advisers based nationwide, Skipton offer straight-forward, face-to-face financial advice to help you with your goals and give you peace of mind over your future. The recommendations offered by Skipton are tailed to your needs, with no pressure to act - and its entirely up to you whether you wish to proceed.
For years Skipton have been helping customers with their medium to long-term financial needs. And they can help you too - through a range of different services:
After reviewing you savings and investments, your personal situation and listening to what you want from life, your Skipton financial adviser will devise a plan with you to help get you where you wish to be.
Skipton offer a range of carefully selected products and investment funds from well respected advisers and because they regularly research to source the right products, you can be assured the recommendations they offer are specific to you individual needs and circumstances.
Inheritance Tax Planning
Through this service, you can find out whether you could have an inheritance tax liability, and if so, Skipton can offer your support and assistance in addressing it.
There are numerous solutions available but these can come with certain complexities. Skipton can discuss these thoroughly with you to help you find the right one - so you have peace of mind that as much of your estate, as possible, will be left to your loved ones.
Skipton can take a look at your existing provisions(savings, investments and defined contributions pensions), to establish whether you're on the right track.
Should they detect a shortfall between your finances and future goals, they'll advise you of your options.