As an independent practice we recommend companies, products and solutions best suited to our client’s needs from the whole of the market.
Clients approach us for a variety of reasons, for instance, to appraise their current position, future planning or perhaps how to address a specific objective. We work with you and pride ourselves in our personalised approach. We offer a refreshingly new vision to financial planning “working in partnership to build a better future”.
Many of our clients prefer an initial face to face meeting. If you can’t get to our office – a convenient alternative can be arranged. Meeting provides an opportunity for us to become familiar with each other as well as establishing your objectives.
For clients who perhaps are some distance away, or prefer to address matters via other mediums, such as; by telephone or email this facility is also available.
Treating you fairly
Nestegg is committed to treating our clients fairly. A guiding principle is that our client’s interests are paramount.
In our dealings with you we will:
When we give advice:
When things go wrong:
You can make a complaint to us orally or in writing.
Where matters arise – affecting the delivery of our service:
We are all human, and we recognize that however careful we try to be, difficulties may arise. Should our service fall below standards, we ask to be informed and will do our utmost to address the issue speedily.
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.