Meet the Team

Fabian Taylor

Senior Financial Advisor

Fabian Taylor is head of the Financial Services department of Page Kirk Financial Services LLP based in Nottingham. He is a Chartered Financial Planner and advises on a range of financial matters to aid clients in the planning and arrangement of their financial affairs. Fabian qualified as a Chartered Financial Planner having achieved the advanced diploma in financial planning in 2018. Fabian started his career working for a specialist SIPP & SSAS company before moving to a medium-sized IFA firm in Nottingham prior to joining Page Kirk Financial Services LLP in September 2021. He specialises in financial planning for SME owners and retirement planning in general.

Areas of Expertise

  • Pensions and retirement planning – 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.
  • Cash flow modelling – providing a projected picture for the future taking into account existing assets, income and expenditure.
  • Inheritance tax planning – helping clients with estate planning to mitigate inheritance tax where possible.

Professional Qualifications

  • Advanced Diploma in Financial Planning
  • Investment Management Certificate
  • Statement of Professional Standing from the Chartered Insurance Institute (CII)

Sue Walker

Financial Planning Adviser

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

Financial Services Administrator

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