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Doing Even More to Help your Customers’ Financial Future 

Brilliant is pleased to be working with Skipton Building Society. They’re experts in providing personalised advice to your customers on investing, planning for retirement and inheritance tax planning.

Skipton has offered a financial advice service for more than 30 years, and is committed to their No Pressure Promise. This means that each of your customers 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 customers and focus on supporting them with their individual needs. What’s more, you’ll receive a referral fee for any customers who implement a recommendation following advice.

Why Work with Skipton?

Helping Your Clients

Working together to Boost your Business

Helping Your Customers

Advice Personalised to your
Customers' Needs

Skipton will take the time to understand what your customers want to achieve with their money, with recommendations tailored to their circumstances.

No Pressure. That’s a Promise

Your customers 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 customers anything to have an initial discussion with Skipton’s financial advisers. A charge only applies if they choose to take up a recommendation.

Building Extra Revenue For You

25% Referral Fee Paid to You

If a customer you refer acts on Skipton’s advice, you’ll receive 25% of the initial advice charge they pay.

Strengthen your Customer Relationships

Introducing Skipton to your customers can 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 Customers

Referring customers to Skipton will allow you to offer even more services to your customers – without incurring extra operating costs.

It’s Easy to Refer Customers to 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.

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