I'm a business owner

Enjoy the fruits of your labour

Life as a business owner has no pause button. You’re responsible for your team, the running of the business and your own needs. It’s a lot to deal with, but you wouldn’t change it for the world.

In the grand scheme of things, nothing is wrong, however, you’ve not paid much attention to your personal finances and only now are you starting to think about retirement.

It’s about time you spoke to a financial planner about what retirement could look like and how you will get there.

Where we come in

  • Help with your pensions and retirement plans
  • Create a plan that will guide you through retirement
  • Arrange your finances in the most tax-efficient way
  • Help you effectively extract profits from your business
  • Offer advice regarding life insurance policies.

How we tackle your challenges

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.

Decipher your pensions

You may have several different pensions from previous employment, so we will help you consolidate those into one and start to increase contributions to boost your retirement savings.

Effective tax planning

We’ll review your personal and business finances and identify any opportunities to minimise the amount of tax you pay. We will ensure you make full use of the allowances, reliefs and schemes available to you.

Protect what matters most

Business and life insurance are key to any financial plan. We will advise you on the best policies for your specific circumstances and review any policies you already have in place to ensure you and your assets are protected.

Words from our clients

I was so busy running a business that I was neglecting my own finances. Page Kirk Financial Services helped me in a professional yet friendly and caring manner. They listened and talked me through my options.

Tom W, Lincoln

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

Sam Granger
Sam Granger
8 August 2023
Fantastic Accountants with a brilliant attitude towards helping both big and small companies. We could not reccommend them enough and they have been excellent since day 1.
John Last
John Last
22 June 2023
Excellent service.....I cannot fault Sue Walker and her team.....Keep up the good work
simon gash
simon gash
24 May 2023
Correspondence is always answered quickly and efficiently and advice is readily available and appears to be soundly based.
Pippa Hodgson
Pippa Hodgson
13 March 2023
Page Kirk have been advising us for nine years. They were recommended when we needed advice on pensions, particularly consolidating them, and also for general financial planning. I had thought financial services firms were for the very wealthy but I was wrong. We've received excellent service and advice on a wide range of topics. We would recommend a discussion with them on anything financial.
Nicola Royan
Nicola Royan
1 August 2022
We were recommended this firm to help deal with an inheritance, and our advisor, Fabian Taylor, has been excellent: thorough, knowledgeable, patient and supportive.
Deborah SMITH
Deborah SMITH
28 July 2022
Great service with my husbands pensions We well recommended Susan for all her help and advice.
Paul Mortimer
Paul Mortimer
25 July 2022
The team at Page Kirk Financial Services have given my wife and me amazing service for many years. They have managed our pension fund portfolio and helped ensure security and effective investment for our, and our family's, future. I can highly recommend them.
Naomi Jackson
Naomi Jackson
25 July 2022
Fabian and the team have been really helpful with my pension planning. The team are always very willing to deal with any queries I have and I’ve been really impressed with their knowledge and professionalism.