Meet the Team

Angela Huggins

Angela is an experienced Independent Financial Adviser and has worked for Page Kirk for over 20 years.

Areas of Expertise

  • Pensions and retirement – helping clients to save towards retirement and giving advice on how to ensure their pension provides a sustainable income throughout their life.
  • Investment advice for individuals, companies and trusts – helping to put together an investment proposition that meets their needs for income/growth, in line with their attitude to investment risk.
  • Protection and Life Assurance – for both individuals and companies. Ensuring clients have sufficient cover to protect their families and businesses.
  • Income Protection – advice and help to ensure that clients’ income is protected in the event of ill-health or an accident.
  • Mortgages & Equity Release – fully qualified to help clients, whether they are raising finance as a first-time buyer, moving house, re-mortgaging or wishing to release equity to help their retirement.
  • Inheritance Tax Planning
  • Long Term Care Advice

Professional Qualifications

  • Independent Financial Adviser
  • Statement of Professional Standing from the Chartered Insurance Institute (CII)
  • Member of The Personal Finance Society, holding the qualification of Dip PFS
  • Qualified to give advice on pension transfers from occupational pension schemes
  • Qualified to give advice on mortgages and equity release products.
  • Qualified to give advice on long-term care

Sue Walker

Sue is a qualified Financial Adviser with 30 years’ experience in the Industry. She joined Page Kirk in 1997, having previously worked at an insurance company. Sue is an Alzheimer’s Society Dementia Friend.

Areas of Expertise

  • Automatic Enrolment/Workplace/Group Personal Pension schemes – ensuring clients are compliant with the legislation. Liaising closely with payroll departments.
  • Pensions and retirement – helping clients save towards retirement and giving advice on how to ensure their pension gives them a sustainable income throughout their life.
  • Protection and Life Assurance – for both individuals and companies. Ensuring clients have sufficient cover to protect their families and businesses.
  • Income Protection – advice and help to ensure that clients’ income is protected in the event of ill-health or accident.

Professional Qualifications

  • Independent Financial Adviser
  • Statement of Professional Standing from the Chartered Insurance Institute (CII)
  • Member of The Personal Finance Society, holding the qualification of Cert PFS
  • Member of the Institute of Financial Services, holding the qualification DipFA

Mark Colson

Mark works alongside the financial advisers, assisting them in the general administration of the business and providing services to clients. Mark maintains client records, liaises with insurance and investment companies, and helps with report writing. Mark started working for Page Kirk Financial Services in October 2015. He has over 30 years’ experience in the industry in a variety of businesses.

Professional Qualifications

  • Member of The Personal Finance Society holding the qualification of Cert CII and Dip PFS