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.
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.