Investments
Looking to invest? Need some advice?
We all have certain aspirations but the methods of achieving them may be very different...
Find out more
Inheritance Tax
Potentially reduce your IHT liability
Don't let the taxman get hold of your hard earned money...
Find out more
Retirement
Making the most of your golden years
When retirement comes you need to ensure your pension gives you the income you need...
Find out more
"At the heart of Skipton Financial Services is a commitment to exceeding the expectations of our clients"
"Everyone's objectives are different, that's why we will take time to understand your financial needs before making recommendations"
Managing Director
CALL SFS ON
0800 731 5342
Or alternatively
ACCOUNT LOGIN
To login to view your Cofunds holdings please click here »
To register to use our Online Valuation Service and view your Cofunds Portfolio online, simply follow the instructions on screen.
WELCOME TO SKIPTON FINANCIAL SERVICES & MEDICAL INSURANCE AGENCY
As one of the UK's largest financial advisory organisations, Skipton Financial Services offers no-obligation, personalised financial advice to help you realise your aspirations.
It's quite natural to dream of achieving a better life for ourselves and our loved ones, but finding the right path towards accomplishing those objectives can be difficult without the right guidance and support.
Click here for more information
KEEP ME UPDATED
Register your email now for exclusive news and updates from SFS
CALCULATORS
Use our calculators to help your financial planning
- Inheritance Tax Calculator »
- Aspirational Calculator »
- Pensions Calculator »
- Inflation Calculator »
- Annual Income Calculator »
Do you have investments held elsewhere?
The financial advisory landscape has changed as a result of new rules, known as RDR, which came into effect on 01/01/13. The overall aim is to introduce greater clarity over the types of service available and how much it costs to receive advice, in addition to improved professional standards.
Although the RDR has led to a number of leading organisations withdrawing advisory services, SFS will continue offering clients personalised advice, as a Restricted Advisory firm focusing primarily on investment and Inheritance Tax planning.
Read more