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Choosing the right investment for you

We all have certain financial aspirations, but the method (or means) of achieving them may be very different.

There are a wide range of investments available and a number of factors to consider when choosing what’s right for you. For example how long you want to invest for, whether you’re looking for income or growth, the level of risk you’re prepared to take and even your tax position. A no-obligation review with a Skipton Financial Services (SFS) Financial Adviser can help you determine which investment opportunities might be right for you.

In the meantime, this section explains some of the different types of investments available and what their potential benefits and drawbacks are. It also introduces our Monitored Informed Investing (MII) proposition, which combines six firm promises that support an overall aim of delivering you above average returns over the medium to longer-term. Find out more.

 

If you would like us to call you, just click here.

Alternatively call:
0800 137 832

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

Assess how much money you need to save to reach future savings targets.

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