About Us

Established in 1994 Nestegg remains committed to its core values. What’s more our practice offers independent advice – which means we are able to survey the whole market for solutions appropriate to our clients needs. With many years experience, during which much has changed, we understand the challenges. We’ll guide you through the often complex financial world.

Our Office

Our office is conveniently situated in the picturesque historic town of Skipton – “gateway to the Yorkshire Dales”.  We’re only a short walk to the train and bus station with good links to Leeds, London and other towns/cities.


Our Team

Our team – we are a people company. Nestegg is home to a diverse range of talented people each bringing their own knowledge and experience to our business.  We strive for a rich mix of people, personalities and expertise to build a strong client relationship that drives our business forward.


Our Involvement

The level of our involvement in your financial affairs is controlled by you – this could range from a basic service to complex financial planning with ongoing support and reviews.  Our guiding principle is that client’s interests are paramount.


Treating client’s fairly is a core value priority – which means should things go wrong, we’re committed to put things right as speedily as possible, whether arising from the delivery of our service or advised solutions.

We’ll always listen and understand your current situation, experience and attitude to risk – which means we can tailor an appropriate solution. What’s more – we are committed to using as little jargon as possible and putting things in plain English.