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Doing Even More to Help your Clients’ Financial Future
Brilliant is pleased to be working with Skipton Building Society. They’re experts in providing personalised advice to your clients on investing, planning for retirement and inheritance tax planning.
Skipton has offered a financial advice service for more than 30 years, and are committed to their No Pressure Promise. This means your client will be given time and space to make an informed decision and will only be charged if they decide to go ahead with the recommendations Skipton’s advisers present to them.
So, you can be confident that they will look after your clients and focus on supporting them with their individual needs. What’s more, you’ll receive a referral fee for any clients who implement a recommendation following advice.
Why Work with Skipton?
- Expert support for your business Skipton’s dedicated business development manager team are James Webb, Carley Harrison and Guy Ogden. They're here to support you and your clients.
For example, they can provide guidance on how to identify clients who might benefit from financial advice. - Financially strong Skipton Building Society’s roots go all the way back to 1853. They’re a strong, mutual organisation who has continued to adapt to changing times. Your clients will be in good hands.
- Highly rated As of 1 October 2020, Skipton’s advisers have an average rating of 4.8 out of 5 on VouchedFor. Which is the UK’s largest ratings services website for financial and legal advisers.
- Dedicated care and attention Skipton has financial advisers based across the UK. They can meet your client face-to-face (subject to Covid restrictions) or online, through Skipton's video appointment service - Skipton Link.
Depending on their needs, Skipton can talk to your clients about investing for their long-term goals, preparing and making the transition into retirement, and making plans to help reduce the impact of inheritance tax on their estate. - Carefully researched advice Skipton has an in-house technical team who carefully research the market to provide a panel of fund options. Their financial advisers use the panel to make suitable recommendations to your client.
- Enhanced revenue streams With Skipton paying you a 25% referral fee for each client who acts on advice, recommending Skipton could help you grow your business revenues.
- Ready to Help You and your Clients
- "At Skipton, we work with a wide range of businesses like yours. We believe in building personalised relationships, and myself, Carley and Guy will be on hand to help you grow your business revenue.
- When you do refer a client to Skipton, we’ll strive to ensure they receive a great service. And we’ll provide you with regular updates on how it’s progressing.
- We can offer you guidance and support on how the advice service works.
- To give you and your employees greater confidence of bringing Skipton into your client conversations."
- James Webb, Business Development Manager, Skipton
Helping Your Clients
Working together to Boost your Business
Helping
Advice Personalised to your
Clients’ Needs
Skipton will take the time to understand what your client wants to achieve with their money, with recommendations tailored to their circumstances.
No Pressure. That’s a Promise
Your clients will never be pushed to take up advice. They’ll hear options for how they could strengthen their plans, without being pressured to act.
No Upfront Fees to Pay
It won’t cost your client anything to have an initial discussion with Skipton’s financial advisers. A charge only applies if they choose to take up a recommendation.
Building For You
25% Referral Fee Paid to You
If a client you refer acts on Skipton’s advice, you’ll receive 25% of the initial advice charge they pay.
Strengthen your Client Relationships
Introducing Skipton to your clients could further enhance their current relationship with you. It could also increase the likelihood of them continuing to use your services. And in recommending you to their friends and family.
Do Even More to Help your Clients
Referring clients to Skipton will allow you to offer even more services to your clients – without incurring extra operating costs.
- Working together to Boost your Business
- Helping Your Clients
- Building Extra Revenue for You
It’s Easy to Refer Clients to Skipton
- You send Skipton the contact details of your clients
(with their permission) that you think could benefit from financial advice. - Skipton will contact them for a free, telephone-based conversation to find out if advice is right for them.
- If they want to take things further,
Skipton will arrange a review appointment at a time, date and location convenient for them. - If they go ahead with a recommendation,
Skipton will discuss advice charges and what level
of help they’ll need. There is no pressure to act. - Once they take up advice, you’ll receive 25% of the initial advice charge they pay Skipton.
Contact Details
Skipton’s dedicated team works with businesses across the UK, to help them offer more services.
Important Information
Stock market-based investments are not like building society accounts as your capital is at risk and you may get back less than you invested. The value of your investments and any income from them may fall as well as rise.
Skipton Building Society is a member of the Building Societies Association. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, under registration number 153706, for accepting deposits, advising on and arranging mortgages and providing Restricted financial advice.
Principal Office, The Bailey, Skipton, North Yorkshire BD23 1DN.