Welcome to Nestegg Financial Services, a company created by Eric Johnson in 1994.
Based in the historic town of Skipton "gateway to the Yorkshire Dales" we are conveniently situated for clients seeking to enjoy the picturesque rural setting, as well as being only a ten minute walk from the town's train station having a good rail link to Leeds, London and other cities.
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.
Clients approach us for a variety of reasons, for instance, to appraise their current position, future plans or perhaps how to address a specific objective. For example; maximising investment opportunities, welfare provisions, pensions, Inheritance planning, mortgage matters or *tax planning.
We have adopted a refreshingly new approach to financial planning that puts you, our client, at the heart of our business. A guiding principle at Nestegg is that your interests are paramount. We will always listen to your concerns, take into account your current situation, experience and attitude to risk before advising you the tailored solutions.
At Nestegg, we are committed to treating our customers fairly; in our dealings with you; when we give advice; when things go wrong or where matters arise affecting the delivery of our service.
The level of our involvement in your financial affairs is controlled by you and could range from a basic service to complex financial planning and ongoing reviews.
We use plain English wherever possible to explain financial issues and implications of the decisions you make.
* Services not regulated by Financial Conduct Authority
Click here to request our Client Information Pack.