About Us

About Us

Through our partnership with Skipton Financial Services Limited (SFS) we are now able to offer a comprehensive range of financial services to people of all ages.

About SFS

Established in 1988, SFS is one of the UK’s largest financial advisory companies. They are a wholly owned subsidiary of Skipton Building Society and part of a growing family of financial services support organisations.

They are whole of market financial advisers, which means they do not charge a consultancy fee but can still recommend products from the whole market place. Their particular areas of expertise include advising on Investments and Inheritance Tax Planning, amongst a full range of services including Will Writing, Retirement Income Service, With Profit Bond Reviews and an Investment Consolidation Service.

They give professional, impartial advice to over 110,000 clients nationally from their Yorkshire and Lancashire heartland, up to Scotland and down to the South coast. Because of their outstanding reputation, they are entrusted with placing investments in excess of £4.1 billion.

About their people

SFS employs over 350 people who help to advise on, administer and process their clients’ business. With an expert investment team to research the industry, they make sure that they only recommend the best companies based on a number of factors including financial strength and performance. All advisers, both at their Head Office and throughout the country, are handpicked for their knowledge, expertise and approachability. To ensure total client satisfaction with their service they ensure that all staff receive the right training and are fully qualified to deliver a high client service that can be trusted.

Our Values

SFS will always try hard to ensure that everything is explained in plain English and they are always open and honest in their approach. Their aim is simple: to make people better off in a way they understand, value and trust.

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