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Financial advice

Plan aheadto protectyour future.

At the Yorkshire Building Society we offer help and assistance with managing your money and investing for the long term. In conjunction with Legal & General we offer financial advice to suit your needs.

Helping you plan ahead

Many people first visit a financial consultant because of major events in their lives, or because they want to review their current circumstances. But it's never too early or too late to start planning.

We're here to get you where you want to be in the future. And one thing's for sure, life is always full of surprises: Your family might have grown quicker than you expected. You might be unable to work through a critical illness. You might live to be 100. Or, you might lose someone before their time, no one can predict what could happen.

The only sensible plan you can make is to expect the unexpected and take advice if you need it, on how you can prepare your finances to deal with it.

Once you've made the decision to take financial advice or seek further information, thanks to our relationship with Legal & General, you can be confident that you'll be listening to one of the most respected names in the business. Most importantly, they'll be listening to you.

Important information

Yorkshire Building Society introduces its customers to Legal & General for the purposes of advising on and arranging life assurance and investment products bearing Legal & General's name.

Any information or advice you receive will only relate to the products provided by Legal & General. You can read more about what to expect from a meeting with a Legal & General consultant on the Request an appointment page.

You choose the level of service

Recent changes in financial regulation have caused many high street banks and financial institutions to stop offering an advice service like this but we feel that it's an important service that a great deal of our customers want.

As a customer you won't have to pay for this advice unless you choose to invest. If for whatever reason you decide not to proceed, you won't have to pay a penny. For customers that do proceed and invest based on the advice gained through this service, there is a table of charges on the Financial Advice Services page which you can access by clicking 'Find out more' below.

Choose from two levels of service; the Advice Service or the Information Service.

 

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What's important to you

What matters to you, is what matters to us most. But sometimes people come for an appointment without any clear idea about what they want from their financial future or how to go about securing it.

Here's an outline of some of the topics people typically want to discuss with a financial consultant, along with some food for thought that you might want to consider before coming in:

Help protect your savings from inflation

The cost of inflation over time together with low savings interest rates means the real value of your savings could potentially fall each year. See if we could help your savings beat inflation through our association with Legal & General and our in-branch financial planning service.

Protecting what matters

Have you ever worried about where the money would come from if you weren't around or a critical illness left you too ill to work? Thankfully, there are ways to protect your home, family and standard of living should the worst happen and your Legal & General financial consultant will be happy to talk through the options worth considering.

Investing for the future

Once you're prepared for the worst things in life, how about saving for the best?  From seeing your kids graduate or get married, to investing in another home, or spoiling grandchildren yet to come, we all hope to have enough money for the good times.

Inheritance Tax Planning

It's more and more likely that you will need to consider inheritance tax in your financial plans.  There are ways that you can reduce the potential inheritance tax bill, or even eliminate it altogether. Please note that tax rules can change in the future.

Planning for retirement

The good news is we're all living longer; the bad news is that means we'll all need to save more for our retirement. So it's more important than ever to put a pension plan in place early.

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Why Legal & General?

With over 176 years of experience and a reputation for providing expert advice, it is easy to see why we have no hesitation in recommending Legal & General.

 

Budget planner

A simple way to manage your money - try our budget planner tool.

Stocks & Shares ISA

An ISA that lets you save tax-efficiently for the longer term. You can use your full tax year ISA allowance to invest in stocks and shares.

 

Call us

  • 8am - 8pm: Mon to Fri
  • 9am - 1pm: Sat
0845 1200 860*

 

Visit a branch or agency

Enter a town, city or postcode to find your nearest branch.

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Why choose the Yorkshire?

 

Our service comes highly rated

We don't need a customer charter to tell us how to look after our customers. It just comes naturally. Our people genuinely care, and deliver the sort of experience you'll want to tell your friends about.

Recent awards

See for yourself how our straightforward, honest products and excellent service have been drawing a lot of attention.

  • Most Trusted Financial Provider

    Moneywise Customer Service Awards 2013

    Winner

  • High Street Savings
    Provider of the Year

    Consumer Moneyfacts Awards 2013

    Winner