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Skipton Financial Services
SFS is a wholly owned subsidiary of Skipton Building Society, and was established in 1988, on the same core mutual values that Market Harborough Building Society upholds.
Today, SFS is one of the UK’s most experienced and trusted financial advisers, providing professional, whole-of-market advice to over 100,000 clients. They specialise in the following areas:
- Investment & Retirement Planning – including their unique market-leading proposition, Monitored Informed Investing (MII)*
- Inheritance Tax Planning
- Retirement Income Service
- With Profits Bond Review Service
- Investment Consolidation Service
The mutual strengths of SFS are exemplified in their whole-of-market approach.
- There is no charge for the initial advice you are offered – or any obligation to act upon it.
- SFS is able to research the entire marketplace and recommend the very best investment solutions. Unlike many other Financial Advisers, who are tied to just one or two providers, with SFS you can be confident of receiving tailored advice suited to your personal financial needs.
In 2010, SFS became one of the UK’s largest whole-of-market advisory companies to be awarded Chartered Financial Planner status by the Chartered Insurance Institute (CII) – recognising the high standard of service it offers. The CII is widely-regarded as setting the benchmark for UK standards of competence and integrity in insurance and financial planning services.
SFS was also proud to be voted Best Independent Financial Adviser (IFA) 2010, beating some illustrious competition to achieve an award voted for by Shares magazine readers.
For more information on how SFS can help you achieve your investment goals call 01858 412250. Alternatively, ask us to call you or complete our enquiry form.
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Many of the products available from SFS are not like building society/bank deposit accounts, as the capital value and any income can rise and fall and your capital is at risk. The tax treatment of any investments depends on your individual circumstances and may be subject to change in the future. |
Financial advice is provided by Skipton Financial Services Limited (SFS). SFS is one of the largest, most experienced and trusted financial advisory companies in the UK. You have no obligation to act on any advice given.
Skipton Financial Services Limited; Registered Office: The Bailey, Harrogate Road, Skipton, North Yorkshire, BD23 1DN. Registered in England, Number 2061788. Authorised and regulated by the Financial Services Authority, under registration Number 100013.
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