Financial Planning in Association with Skipton Building Society

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Financial Planning in Association with Skipton Building Society
Financial Planning in Association with Skipton Building Society

Why SJL

We appreciate you may have important long-term financial needs, like retirement and financial security for your family. We also understand how vital it is to prepare for them.

For peace of mind, SJL Insurances Services recommends speaking to Skipton Building Society. After offering clear, honest advice for over 30 years, they’ve already helped thousands of people take control of their financial future. And they’re here to do the same for you.

Skipton can help you:

  • Find the right solution for your money

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 solution.

  • Build the future you want

Whether you’re employed or have your own business, Skipton can help you prepare for retirement. They’ll get you thinking about what you want from your future, and review your pensions, savings and investments to check if you’re on course to build a sufficient retirement income.

  • Get peace of mind over your family

Skipton can help you build a stronger legacy for your loved ones. This may involve finding out whether inheritance tax could affect your legacy – and if necessary, work with you to address any liability you may have.

Booking a face-to-face, no obligation review with Skipton is easy.

Through a free and quick phone call, a Skipton expert can help you find out whether advice could be worthwhile for you. And if you wish, they’ll arrange a review at a suitable time and place.

Your no-obligation review is a chance for Skipton to get to know you properly. Understand your financial wants and needs. And work out the best financial solution for you.

The recommendations they provide will be tailored to your unique situation. There’s no pressure to act – and you’ll be given all the time you need to make your decision.

Not only can you visit one of their branches for a review. They can come to you, speak to you over the phone – or through their simple award-winning video service.

To reach out to even more people through financial advice, they’re recently improved their services to make it more affordable and accessible.

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. Some areas of inheritance tax aren’t regulated by the Financial Conduct Authority. And inheritance tax thresholds depend on your individual situation and prevailing legislation – both of which may change in the future.

To Find out more:

0345 600 6903

SkiptonDirectSJL@skipton.co.uk

 

 

 

 

 

 

Skipton Building Society is a member of the Building Societies Association. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, under registration number 153706, for accepting deposits, advising on and arranging mortgages and providing Restricted financial advice. Principal Office, The Bailey, Skipton, North Yorkshire BD23 1DN.

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