Cookies Policy & Privacy Notice for Protection of Personal Data.

Thank you for visiting our website. This notice tells you who we are, how we collect and use your personal information and how to exercise your rights in relation to our use of your personal information.

This website uses cookies

By using the Nestegg Financial Planners (NFP) website, you consent to the use of cookies in accordance with our cookie policy. You can change your browser settings to disable cookies at any time but if you do so, parts of the NFP site may not function properly. NFP is committed to ensuring the security of your personal information and to giving you control over how your data is used. In response to changes to European data regulation known as GDPR, the NFP privacy notice has been updated.

Cookies information

What are ‘cookies’?

Cookies are text files that are stored by your internet browser (i.e. Internet Explorer, Chrome, Firefox, etc) on your computer or mobile device. They allow websites to remember any personal details or settings you’ve applied during your visit. Once created, a website can use cookies to personalise your subsequent visits by displaying your name or recommending content it thinks you may like, for instance.

How does NFP use cookies?

The NFP website uses different types of cookie:

  • Accessibility cookies
  • Anonymous analytics cookies
  • Session cookies

Third party cookies: are found in other companies’ internet tools which we utilize to enhance our site performance, for example social media sites Facebook and Twitter have their own cookies, which are controlled by them. The time these cookies are held can be from 30 minutes to 2 years.

How do I turn cookies off?

It is possible to stop your browser accepting cookies, but, if you do so, some of the functionality of the NFP website may no longer be available to you or not work properly. 

All modern internet browsers allow you to change your cookie settings. These settings will typically be found in the ‘options’ or ‘preferences’ menu of your browser. You should use the ‘Help’ option in your browser to find out more.

Further information

For more information on how to see what cookies have been set and how to manage and delete them, please visit 

When Nestegg Financial Planners (NFP) provide financial advice and related services to you – we’ll collect and use significant amounts of information. This will be on your personal, family and financial circumstances, employment and health.  We’ll also collect and use your contact details such as telephone numbers and postal/e-mail addresses.

This notice is served on you at the point of your personal data collection.

The controller of your personal data is:

Nestegg Financial Services 11 Newmarket Street, Skipton, North Yorkshire BD23 2HX

If you have any concerns or questions about our use of your personal data, you can contact our Data Privacy Manager on or by writing to the above address.

The purpose of NFP collecting and processing your personal data is to:

  • provide you with financial advice and related services;
  • communicate with you in the course of providing our services;
  • use for the purpose of marketing our services to you, including newsletters;
  • perform its other business and ancillary functions such as personal data use in:
  1. cookies and analytics on our website;
  2. administration and research software used to provide services to you;
  3. investment platforms, fund managers and insurance companies;
  4. Solicitors, accountants or other professionals we may refer you to;
  5. recruitment, employment and pensions;
  6. surveys and customer feedback;
  7. disclosure required by third parties;

Your data will be stored for sufficient period as part of detailed records of our dealings with you to comply with the FCA’s record-keeping rules. This may be further extended to enable us to deal with any future enquiries you might wish to raise or address any complaints/disputes between and/or providers of any products or services we advise on or arrange for you.

You have various rights regarding your personal data.  These are rights to access, requests, rectification of inaccurate personal data, erasure (deletion) of personal data, restriction of processing, objection to processing and portability of data.

You have the right to withdraw your consent to data processing at any time.
You have the right to lodge a complaint with NFP if you are dissatisfied with our treatment of your personal data. Please, in the first instance contact or write to: Compliance Manager, Nestegg Financial Services, 11 Newmarket Street, Skipton, North Yorkshire BD23 2HX.

If you are unhappy with the way your personal information is handled, you can raise the matter with the Information Commissioner’s Office, whose website address is

NFP does not sell personal data to any organisations.
Version 1.0 March 2020

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