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NAHT Personal Financial Services

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Review your finances with NAHT Personal Financial Services 

Many of us have key priorities on the to do list for the years ahead. But sometimes it feels like we’re only adding items, without actually achieving them.

When push comes to shove, a little expert help could go a long way in getting the ball rolling. That’s why, when it comes to your financial future, our financial advice partner NAHT Personal Financial Services (provided by Skipton Building Society) are here to help.


What financial goals are important to you?

A financial advisor could be an ideal person to speak to if you’re considering what options are available to help you reach your financial goals. Whether that’s planning out your dream retirement, protecting your loved ones in the future or simply getting more from the wealth you already have.


Is your money working hard enough?

An advisor could support you with investment, retirement and inheritance tax planning. With advice that’s tailored to your needs, you’ll be able to make informed decisions about your future financial plans.


There’s nothing to pay to find out if you could benefit

Your advisor will clearly explain any recommendations they have for you. Plus any charges that may apply will be outlined beforehand. You’ll only be charged if you decide to go ahead with the advice.

Most importantly, you’ll have the time you need to decide if you’d like to act on the advice.


Financial advice that is more accessible

NAHT Personal Financial Services offers video appointments through Skipton Link. It’s secure and easy to use and enables you to talk to a financial advisor from the comfort of your own home.

  • Flexible appointment times – even outside of normal business opening hours.
  • You’re able to share documents which may be difficult to explain over the phone.
  • All you’ll need is a computer or tablet which supports video calls and has access to a secure internet connection.

 

Looking to see if financial advice is right for you?

If you feel like you could benefit from an appointment with a financial advisor, why not book a no-obligation consultation? They’ll discuss your situation to see if you could benefit from a financial advice review and arrange one if you agree.

To arrange your consultation call 0800 1214596 or request a call back here.

You can find out more by visiting the website here


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NAHT Personal Financial Services is a trading name of Skipton Building Society, which is 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. N. Yorks BD23 1DN