Independent financial planners, helping people across Nottinghamshire and beyond

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.

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.

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.

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.

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.

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.

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.

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.

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.