About

Your partner in securing financial freedom

Our story began in 1991 when we traded as part of Page Kirk Chartered Accountants. It was in 2010 that we branched out and set up Page Kirk Financial Services. During this time, we’ve become known for delivering outstanding financial advice to clients all over Nottingham and the surrounding areas.

Some of our clients have been with us from the beginning, and we’ve been there through the highs and lows of life, ensuring they are always financially comfortable. Typically, we work with a range of people, including business owners, working professionals, barristers and those who are approaching retirement.

Our four core values shape the way that we deliver our leading service for clients:

Professional

Whether a new or long-standing client, we believe everyone deserves exceptional service levels and advice. We work collaboratively within our team and with professional connections to ensure our work is completed to the highest standard.

Honest

We are completely transparent with our service. We will give our professional opinion, even if it might be difficult to hear. All charges will be disclosed before we proceed with any work, so you know exactly what the work will cost and there are no hidden surprises.

Proactive

We want to be on the front foot, so as part of our ongoing service, we will come to you with ideas and thoughts in an ever-changing environment of legislation and taxation changes. We are on the end of the phone or in the room when you need us.

Quality

We only work with clients where we believe we can add value. We have access to a leading firm of chartered accountants, Page Kirk, to supplement the advice we provide and add value to other aspects of your life. This high-quality service is what sets us apart.

Champions for positive change

Along with our sister company, Page Kirk Chartered Accountants, we prioritise corporate social responsibility. We give back to communities through our charitable initiative, where we choose a different charity to support each year. We’ve previously supported Meningitis Now, Emmanuel House, When You Wish Upon a Star, The Dyslexia Association, Artcore and Rainbows Hospice.

Monthly dress-down days, charity games in the office and quizzes all contribute to raising funds for the amazing causes that we support, alongside bigger events such as our 24-hour static bike ride challenge and running, walking and cycling the distance between Nottingham and Lapland to help sick children make memories by visiting Santa.

Words from our clients

With increasing age, financial decisions can become more taxing! My husband and I were relieved to have expert advice from Fabian and Page Kirk Financial Services regarding our investments, and we have always appreciated their attention.

Mr and Mrs B, Nottingham

As a small media company director, I needed excellent pension advice to safeguard my future. Fabian actively listens to my thoughts and guides me to ensure my investments are made strategically and reflect market shifts and my needs.

Sarah, Nottingham

We’ve worked with Page Kirk Financial Services since 1985. My wife started working as a barrister and required their specialist knowledge. During this period, I’ve been an employee, a self-employed consultant, and a business owner. Thanks to a lot of recovery and consolidation, our pensions are in a much better position than they would’ve been.

David, West Bridgford

We have been retired for four years, and we are still benefiting from the financial plan that has been put in place by the team. Our annual review ensures our investments are best placed to continue supporting us.

Steve and Penny, Nottingham

I’ve relied on Sue to take care of my finances as a business owner for more than 15 years. She has been very supportive, and her expert advice on pension planning has been invaluable. I would recommend Sue and the team to anyone looking for financial expertise and advice.

Jos and Bev, Nottingham

We’ve been using Page Kirk Financial Services both personally and for the business for more than 25 years. They guided us through the purchase of business premises, and the ongoing planning for our eventual retirement has given us peace of mind that our goals can be achieved.

Mr and Mrs Slack, Nottingham

I turned to Page Kirk Financial Services when my mum entered a care home and we had to sell her property. We wanted to ensure that the funds from the sale were in safe hands. They ensured that the investments selected were appropriate and professionally managed them.

Jane Weightman, Matlock

Sue has been instrumental in our company’s automatic enrolment of our employees. She advised the best-suited pension company that was the most cost-effective and tailored to both our company’s and employees’ needs.

Adrian and Rachael, Nottingham

We trust Sue completely to represent us in the setting up of our company pension scheme and life cover in a truly professional and efficient manner. Putting our trust in Sue has greatly benefited the company and ensures things are dealt with correctly.

Jacqui, Nottinghamshire