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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?
Helping Your Clients
Working together to Boost your Business
Advice Personalised to your
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.
It’s Easy to Refer Clients to Skipton
Skipton’s dedicated team works with businesses across the UK, to help them offer more services.
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.