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Call today for your FREE financial fitness report!

Free financial fitness report

We're delighted to be working with Skipton Building Society who can offer you a free financial fitness report. It could help you to see where you are with your money. Allow you to work out if your financial plans are still in good shape, and help you consider your long-term prospects.

It starts with a conversation from the comfort of your own home

A member of Skipton's friendly team will talk to you about how you're getting on with key areas of managing your money.

  • The financial foundations you have in place, including how you much you've put aside for rainy days.
  • Your savings goals over the next few years, and how you're preparing for them.
  • The way you're growing your money for your longer-term needs, like boosting your income in retirement.
  • How well you're looking after your wealth – both for your future needs and to support your family.

At the end of the chat you'll receive your free report assessing your financial fitness. It's yours to keep and use however you like.

Call today on 0345 607 9809*

This service is available by speaking to someone on the phone. Or, better still, Skipton offers an award-winning video service. It's really easy to use. You just need a computer or tablet with access to the internet.

It's free to work out the fitness of your financial plans

You won't be asked to make any money decisions during your conversation. And you won't ever be pressured into doing anything you're not comfortable with. However, if there are areas where Skipton feel you could benefit from speaking with a financial adviser, they’ll suggest setting up a meeting - it's completely up to you if you go ahead with this.

To be clear, the Financial Fitness Report won't include any personalised financial advice or recommendations. If you decide to get advice, Skipton's recommendations could involve placing your capital at risk, as the value of investments can fall as well as rise and you may get back less than you originally invest.

Could you benefit from a Free Financial Fitness Report?

If you're ready to get going call Skipton today, to have your Financial Fitness conversation. 0345 607 9809*

* To help maintain service and quality, some telephone calls may be recorded and monitored. Calls are free from a BT landline, costs from other networks and mobiles may vary. Lines open Monday – Thursday 8am - 8pm, Friday 8am - 5.30pm and Saturday 9am - 12pm.

Silversurfers is an Introducer Appointed Representative of Skipton Building Society, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority, under registration number 153706 to provide Restricted advice. Should you take advice from Skipton Building Society, Silversurfers will receive a fee for the introduction. To help maintain service and quality, some calls may be recorded and monitored. Calls are free from both landlines and mobiles.

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