FOR the first time since the Covid-19 pandemic Ilkley residents are invited to visit their local Skipton Building Society branch to talk all things financial advice over a cuppa.
Colleagues at Skipton Building Society’s Ilkley branch, on The Grove, will be welcoming people with refreshments as they host a financial advice open day on October 13th. Skipton’s savings specialists will be on hand from 9.30am to 4pm to discuss investments, pensions and retirement planning, with no appointment needed.
A spokesperson said: "Everyone has a different plan for the future. Some people might be thinking about the next two years, others the next 20. Whatever anyone has in mind for their money, it’s important their savings are in the right place and working hard to help get them where they want to be. And there’s no one-size-fits-all approach when it comes to making the most of your money. You have to make the best decision for you and your goals, be it saving, investing or a mixture of both."
Gary Munroe, financial adviser at the Ilkley branch, added: “With everything that has happened to the world over the last couple of years, we’re finding a lot of people have seen their financial circumstances and priorities change but haven’t had the chance to fully check if their financial plans are still right for them. Having a chat with us can help you find out if you’re on track to achieve your goals, or if your money could be working harder.
“With the rising cost-of-living and the promise of further energy hikes, we feel it’s more important than ever to help people understand all the options at their disposal to really make sure any savings they may have are working hard for them.
“Our special open day is a great opportunity for people to ask those niggling questions that might help them plan ahead, and the best part is people don’t have to be an existing Skipton customer. We are here to help, so please do just pop in.”
Skipton has financial advisers available in every branch, who can help with a range of financial needs. From discovering how investing money could help people beat inflation over the long-term, to planning for a fulfilling retirement. Skipton’s experts can review people’s savings and investment plans, with no pressure to act on their personalised recommendations.
Comments: Our rules
We want our comments to be a lively and valuable part of our community - a place where readers can debate and engage with the most important local issues. The ability to comment on our stories is a privilege, not a right, however, and that privilege may be withdrawn if it is abused or misused.
Please report any comments that break our rules.
Read the rules here