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Financial Planning

Whether it's Investment Planning, Will Writing or Inheritance Tax Planning, we are here to help.

Make an appointment today to discuss your needs. 
Financial Planning
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Planning for tomorrow, today

During our busy everyday lives, it can be difficult planning for the future. However, Market Harborough Building Society can help you start laying the foundations.

We have teamed up with Skipton Financial Services Limited (SFS) – one of the UK’s largest financial advisory companies – to offer Financial Planning advice to our customers. Whether you are looking to make more from your existing investments and savings or are hoping to reduce your future tax burden, SFS can help in a way you understand, value and trust.

SFS offers Restricted advice and is a wholly owned subsidiary of Skipton Building Society. They specialise in investment, Inheritance Tax and pension planning. They have access to over 3,000 collective investments from over 70 different providers, in addition to products from UK life offices, structured products and structured deposits. Thanks to ongoing research by their in-house Technical team, they maintain an up-to-date ‘Preferred Products Panel’ that your SFS Financial Planning Manager can select products from.

Please note: SFS is unable to offer you advice on certain types of investments and products. The exact scope of advice that they provide will be outlined to you during your review. The first step would be to make a face-to-face appointment with Mark Hipkiss, our SFS Financial Adviser to review your Financial Planning needs. There is no pressure for you to act upon any of the advice offered during this meeting.

SFS has a range of services available; please select from the options below for more information.
For more information call 01858 412250 (Mon-Fri 9am to 5pm, Sat 9am to 1pm). Alternatively, ask us to call you or complete our enquiry form.

Skipton Financial Services Limited offer Restricted advice. Many of the products available are not like building society or 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. Will Writing is not regulated by the Financial Conduct Authority.

Financial Advice is provided by Skipton Financial Services Limited who offer Restricted advice. Registered office: The Bailey, Skipton, North Yorkshire BD23 1DN. Registered in England no 2061788. Skipton Financial Services Limited is authorised and regulated by the Financial Conduct Authority under register number 100013. Skipton Financial Services Limited is a wholly owned subsidiary of Skipton Building Society. Should you take advice from SFS, Market Harborough Building Society will receive a fee for the introduction.

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