Financial advice and investments

When it comes to your financial objectives, expert advice is essential.

Over the years, your personal circumstances and future objectives may change considerably, but the impact this might have on your financial arrangements might not always be top of your mind. If you have not reviewed your savings and investments for some time, or are thinking of how to build for your future, now may be the time to talk to Skipton Financial Services (SFS).

Many banks and building societies no longer offer face to face financial advice. if this is important to you or the financial adviser you previously relied on is no longer available, SFS may be able to help. They can advise you on:

  • Investment planning and saving for the future
  • Retirement planning, including making the most of a pension fund at retirement
  • Inheritance tax planning and advice on passing your wealth down the generations 


For more information on how Skipton Financial Services can help you secure a better financial future:

Tel: 0800 012 1249* (quote NAHT Edge)


Lines open 9am to 7pm, Monday to Thursday and 9am to 5pm on Friday*.

SFS offers restricted advice. The capital value of any investments and the income from them can rise and fall and your capital is at risk. You may get back less than you originally invested. IHT thresholds and the tax treatment of any investments depend on your individual circumstances and may be subject to change in the future.


*To help maintain service and quality some calls may be recorded and monitored. Calls are free from a BT landline, costs from other networks may vary.

 Skipton Financial Services Limited offers restricted advice. Registered office: The Bailey, Harrogate Road, Skipton, North Yorkshire BD23 1DN. Registered in England, number 2061788. Authorised and regulated by the Financial Conduct Authority (FCA) under register numbers 100013. Skipton Financial Services is a wholly owned subsidiary of Skipton Building Society. Should you take advice from SFS, NAHT will be paid a fee for the introduction.