As the saying goes – you work to live, rather than live to work. In addition to providing specialist support for your business needs, Stokoe Rodger has developed a specialist partnership with one of the UKʼs leading financial advisers, Skipton Financial Services (SFS), which means we can help with your personal financial planning needs too.

No doubt you have personal lifestyle aspirations and future goals. SFS can review how well your existing savings and investments are placed towards achieving them, or whether they could be working harder in support of realising your medium to longer-term objectives.

SFS's personalised service is available to all our clients, with noobligation to act upon any recommendations they present to you. They specialise in offering guidance on investment, retirement and inheritance tax planning, so why not see what they could do for you?

Investment advice and services will be provided directly to you from SFS, who will take full responsibility for compliance with the requirements of the Financial Services and Markets Act 2000. Click here for more information on how SFS can assist with your personal financial planning needs.

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.