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Monitored Informed Investing (MII)
Monitored Informed Investing (MII) - now, more than ever, you need your investments to work as hard as possible for you. With interest rates at their lowest for decades and recent stockmarket volatility you need to be confident that they are achieving their maximum potential returns.
There are six distinct elements that combine to make this an offering which is unique. Together these elements create a solid yet flexible framework to help you achieve your investment goals. Find out more today!
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Consolidation Service
The Skipton Financial Services Investment Consolidation Service allows you to bring together all your funds quickly and easily. You can get a single, up-to-date picture of your Portfolio including online valuations and reports, available to view at a time convenient to you. You will also be able to maximise the returns from your portfolio by reviewing your investments, their predicted growth rates and evaluate how your individual funds are performing. What’s more you can switch between fund and fund companies to benefit from changes in the market.
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Retirement Guide
If you are thinking of retiring, you will need to find out where your
retirement income will be coming from and how much it will be.
This guide gives you invaluable information about the retirement
income options available as you approach retirement.
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ISA Guide
ISA stands for Individual Savings Account and are the Government’s way of encouraging you to invest by allowing tax benefits. They were introduced in 1999, effectively replacing Personal Equity Plans (PEPs) and Tax-Exempt Special Savings Accounts (TESSAs).
Many people think of ISAs as investments in their own right, however, in simplest terms, they are tax-efficient ‘wrappers’ which are placed around investments to give excellent tax benefits.
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Guide to Regular Saving
By investing online through SFS, not only do you benefit
from the 0% initial commission and the 1,000’s of Funds
available in the fund supermarket, you can also choose
to invest monthly – as little as £50 each month into
your chosen fund.
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Inheritance Tax Service
Having worked hard all your life to build your financial portfolio and assets, it’s upsetting to know that 40% of everything over £325,000 if you are single or divorced or £650,000 if you are married, in a civil partnership or widowed could be given back to Government in IHT.
Our simple guide will help you find out how Skipton Financial Services could help you to reduce or even eliminate this unnessary tax.
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Will Writing Service
When a person dies without having made a Will, the law dictates who inherits their estate and who in their family receives items of special value or meaning.
Skipton Financial Services offers you a simple Will Writing Service where you can draft your will in the comfort of your own home.
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Corporate Brochure
Throughout our lifetime, as our priorities and goals change, so does our financial situation.
Whether you are an experienced investor with a mixture of assets, or just want jargon free, straightforward advice, Skipton Financial Services can help.
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Which way next? Investing with Confidence Brochure
If you have certain objectives on the horizon within the next few years – for example a family wedding, a special holiday, retirement or providing for loved ones – this guide aims to outline the basics of investing, so you can consider whether it might be right for your needs.
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With Profit Bonds
Our Guide to With Profit Bonds highlights many things to consider when reviewing your bonds, as there are so many complex issues to consider which has led to many investors being unsure of what to do next.
Learn about our FREE With Profit Bond Review Service where we will work with you to identify any issues you should consider on your individual bonds and determine what (if any) your next steps should be.
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Moneyetc. Magazine
This informative edition includes an article on With Profits Bonds, explaining how clients could potentially seek high returns in other comparable investment products, an update on MII2 and how the improved proposition is being positively received by and benefiting clients - plus we’ve included a recent market updatewhich provides an overview of the Budget and global markets.
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Website Guide
This website guide contains all the information you need to set up your own online account by following the easy to use step-by-step process.
To find out more about any of
the services we’ve mentioned
simply:
- Contact your SFS Financial Adviser
- Call a member of our Client
Help Line on 0800 137 832 - Visit your local Skipton
Building Society branch to
arrange an appointment with
an SFS Adviser
Register your email now for
exclusive news and updates
from Skipton Financial Services.