NAHT Personal Financial Services, provided by Skipton Financial Services Limited (SFS), is a service available exclusively to NAHT members. Established in 1988, SFS is one of the country’s leading financial advisory companies and is a wholly owned subsidiary of Skipton Building Society – the fourth largest in the UK. They currently provide financial advice to over 110,000 clients throughout the UK and offer a comprehensive range of pre and post retirement planning for people of all ages.
All their Advisers are fully qualified to give you professional advice on all aspects of financial planning, tailored to meet your individual circumstances and financial aspirations. SFS’s services include:
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Monitored Informed Investing (MII)
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Investment & Retirement Planning
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Retirement Income Service
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Inheritance Tax Planning
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With Profits Bond Review Service
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Legal Services & Will Writing
Whatever your financial planning needs, SFS can help.
Call: 0800 012 1248
Visit: www.skiptonfs-naht.co.uk
Email: sfsnaht@skipton.co.uk
Any investments SFS recommends may include equity-linked products. These are not like bank and building society accounts as their value can rise and fall and your capital is at risk. SFS charges a fee for the products they arrange for you. Any SFS charges, initial and/or ongoing, will be disclosed to you in writing before you make a final decision. The tax treatment of investments depends on your individual circumstances and may be subject to change in the future.
Financial Advice is provided by Skipton Financial Services Limited. Registered Office: The Bailey, Harrogate Road, Skipton, North Yorkshire BD23 1DN . Registered in England, Number 2061788. Authorised and regulated by the Financial Services Authority under registration no 100013. Skipton Financial Services Limited is a wholly owned subsidiary of Skipton Building Society.
Invest online and benefit from 0% initial commission*
SFS Invest Direct is an investment facility provided by Skipton Financial Services (SFS), which allows you access to over 1,100 ISAs and Funds from over 60 different Fund providers. Fund Supermarkets are ideal if you want to buy ISAs, Unit Trusts or OEICs online as they offer a wide selection of products from many providers all under one roof.
SFS Invest Direct has put together a range of comparison tools and calculators to help you choose the right ISA or Fund to invest in - including the most popular Top Selling and Highly Rated ISAs on the market today. Click here to invest online –remember you benefit from 0% initial commission on all Funds purchased online.
If you would prefer to meet with a Skipton Financial Services Adviser to discuss your financial needs, call SFSon 0800 012 1249.
The Stocks and Shares ISA products and funds available from SFS Invest Direct are not like building society / bank deposit accounts, as they can rise and fall in value and your capital is at risk. *Some funds may have an initial charge and charge you directly. SFS Invest Direct will not receive any of the initial charges. All funds will have an ongoing charge. From this, SFS Invest Direct will receive up to 0.75% of the value of your investment from fund providers.
SFS Invest Direct is a trading division of Skipton Financial Services Limited, which is authorised and regulated by the Financial Services Authority (FSA) under registration number 100013. SFS Invest Direct gives you access to FundsNetwork, a Fund Supermarket from Fidelity Investments International.
