I’m a barrister or judge
Take charge of your financial journey
The phrase “time is money” couldn’t be any truer for you. As a legal professional, your time is precious, and most of the hours in your day are spent looking after your clients.
Although you are living comfortably, you never get much time to focus on your own life, including your personal finances. That means your pensions, investments and protection have fallen by the wayside.
Wherever you are in your career, it’s time to steer your finances in the right direction.
Where we come in
- Help you understand the need for a pension and protection
- Encourage you to think about your future ambitions
- Keep you on track to meet your goals
- Free up your spare time
- Understand how much money you will need to retire.
How we tackle your challenges
Specialists in the legal field
You need someone who understands your challenges. We offer advice at all stages of your career. When you’re starting out, you may be worried about obtaining a mortgage, whereas when you’re well-established, you’ll be thinking about retirement.
Provide a financial plan
We will give you something to work towards while being on hand to guide you through the normal cycle of investment markets. Even once your plan has been implemented, we will track progress up to and beyond retirement.
Plan ahead for retirement
The self-employed nature of your work means you must think smarter about retirement and how you’ll get there. Through the implementation of a plan, we’ve helped people in your shoes reach retirement and live out their goals. We will make it happen for you too.
Protect what matters most
Protection is key to any financial plan, especially if you’ve got a family that relies on you. We will advise you on the best policies for your circumstances and review any policies you already have in place to ensure you and your family are protected.
We're here to help
Page Kirk Financial Services LLP is authorised and regulated by the Financial Conduct Authority.
You can find Page Kirk Financial Services LLP on the FCA register here. Registered in England and Wales. Company number: OC352712. Registered office: 7 Gregory Boulevard, Nottingham, Nottinghamshire, NG7 6LB.
The Financial Conduct Authority does not regulate cashflow modelling. Investments may fall as well as rise, you may not get back what you put in.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
© Page Kirk Financial Services 2023. All Rights Reserved
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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
of clients would recommend us to family, friends or work associates.
believe working with us has helped or will help them achieve their financial goals.
are confident in the technical abilities and knowledge of their adviser.