How we’re different

It starts with our team’s legacy

One of the defining characteristics of our firm is the longevity of our team. We stick to our word when we say that we want to build a long-term relationship with you based on trust.

You won’t need to repeat your goals and visions for the future with various team members, as we’ll be there as your financial journey progresses.

That’s not the only team on board

The relationship we have with our sister company, Page Kirk Chartered Accountants, sets us apart from our competitors.

We’re always prepared to go the extra mile to meet your needs and work closely with them to deliver an outcome that’s right for you. Not many financial planners can say they work so closely with accountants, so we’re very lucky to have them a stone’s throw away.

Technology also plays an important role

Although we follow a people-first ethos and encourage direct communication with your financial planner, we utilise technology to further strengthen our service. This includes access to a secure online portal to keep an eye on your investments and upload documents securely.

We also use modern cashflow planning software to visualise your future and implement a financial plan that matches your objectives.

Finally, we’re free to make our own decisions

The definition of independent is “free from outside control”, and that nicely sums up how we work. As independent financial planners, we are in control of the way we run our firm, and we aren’t tied to any providers.

Put simply, we will offer products from the whole of the market. This allows us to find solutions and make recommendations based on your unique goals.

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