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Established in 1988 Skipton Financial Services (SFS) is one of the UK’s largest Financial Advisory companies. We are a wholly owned subsidiary of Skipton Building Society and part of a growing family of financial services support organisations.

We are whole of market financial advisers, which means we do not charge a consultancy fee but can still recommend products from the whole market place. Our particular areas of expertise include advising on Investments and Inheritance Tax Planning for people of all ages. However, we offer a full range of services, including Legal Services, Retirement Income Service, With Profit Bond Reviews and a Portfolio Investment Service.

We give professional, impartial advice to over 110,000 clients nationally: from our Yorkshire and Lancashire heartland, up to Scotland and down to the South coast. Because of our outstanding reputation, we are entrusted with placing investments in excess of £2.1 billion.

The Reader's Digest have chosen SFS to provide Financial Services to their readers due to our vast experience and expertise in financial planning. 

About our people

SFS employs over 250 people who help to advise on, administer, and process our clients' business. With an expert investment team to research the industry, we can make sure that we only recommend the best companies, based on a number of factors including financial strength and performance. All of our advisers both at head office and throughout the country are handpicked for their knowledge, expertise and approachability. We want our clients to be totally satisfied, therefore we ensure that all staff receive the right training and are fully qualified to deliver a high quality service that can be trusted.

Our values

We try hard to ensure that everything is explained in plain English and we are always open and honest in our approach. Organising your finances in the most advantageous way can be confusing and to some people boring. Our aim is simple: to make people better off in a way they understand, value and trust.

Authorised and regulated by the Financial Services Authority. Skipton Financial Services Limited is a wholly owned subsidiary of Skipton Building Society