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 – 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.
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.
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.
Nestegg Financial Services offer a personalised service on financial planning matters. We are wholly independent and so are free to recommend companies, products and solutions that are best suited to our clients needs.