I’m a working professional

Pursue your passion

You have worked hard for your money. Now take the next step and let it work for you.

Everyday life doesn’t allow much space to think about your hopes and dreams for the future, but when you come to us, we will give you the time to think about your goals. It could be getting your children on the housing ladder, retiring earlier than planned, or ensuring all your ducks are in a row as you near retirement.

Whatever goals we uncover, we will help make them happen.

Where we come in

Organise your pensions and make them work for you
Encourage you to think about your future ambitions
Keep you on track to meet your goals
Understand what your retirement will look like
Ensure your entire family is protected.

How we tackle your challenges

Save for retirement

You’ve likely already saved diligently, great news! Now, we will step in and help organise your pensions and wider retirement plans. Once a plan is in place, we can adjust it to ensure your finances align with your goals.

Effective tax planning

Worried that your finances aren’t arranged tax-efficiently? We’ll remove those worries so you can make the most of the opportunities available to you as you progress through your career and head into retirement.

Keep you one step ahead

Using cashflow planning, we will make informed predictions about your financial future and the impact of different scenarios, so you can make decisions safe in the knowledge that everything will be taken care of.

Manage your investments

You’ve got enough on your plate, so leave your investments in our safe hands. We will understand your attitude to risk and produce a portfolio that balances results with a risk level you are comfortable with.

    
 
 
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   Neil Robertson 
 3 September 2025
 
 
  Thoughtful and constructive financial support from Fabian Taylor. Developed a trusted relationship over the last 2 years. Fabian has made financial plan straight forward and assuring for our future.
  
 
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   Danuta Kabut 
 3 September 2025
 
 
  Sue has always been helpful in explaining and filling out forms and is very efficient in every way.
  
 
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   Saroj Rudrashetty 
 1 September 2025
 
 
  Very happy with  constructive helpful financial advice I recived in this uncertain times of IHT issues.
It's very complicated but my advisor took time to explain present,future.
I feel reassured  to make my future decision-making
  
 
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   John 
 1 September 2025
 
 
  Fabian takes great care by asking questions to ascertain our financial needs.  We never feel rushed and he takes our opinions into account.
We highly recommend his services.
  
 
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   Tracy Ward 
 1 September 2025
 
 
  Page Kirk Financial Services have been great. Fabian, our advisor answered all of our many questions! He explains everything to us fully and in a professional, but easy to understand way and gives us great advice on our retirement planning options.
We would throughly recommend.
  
 
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   Mark Short 
 10 January 2025
 
 
  The service myself and my mother recieve from Fabian Taylor is second to none.
He is always available and happy to assist with any queries that we my have. Nothing is too much trouble either.
Excellent service - thanks Fabian
  
 
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   Clare Bell 
 20 December 2024
 
 
  I completely trust Page Kirk with managing my pension. My advisor Fabian is respectful, listens and is also encouraging with our plans for retirement. I would highly recommend their services.
  
 
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   Mike Williamson 
 17 December 2024
 
 
  Always excellent advice & service over many years.
  
 
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   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.
  
 
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   John Last 
 22 June 2023
 
 
  Excellent service.....I cannot fault Sue Walker and her team.....Keep up the good work
  
 
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   simon gash 
 24 May 2023
 
 
  Correspondence is always answered quickly and efficiently and advice is readily available and appears to be soundly based.
  
 
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   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.
  
 
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   Glenn Walker 
 12 October 2022
 
 
  Excellent service from page Kirk financial services Sue gave good advise thank you.
  
 
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   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.
  
 
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   Deborah SMITH 
 28 July 2022
 
 
  Great service with my husbands pensions
We well recommended Susan for all her help and advice.
  
 
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   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.
  
 
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   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.