Your financial journey
Begin your financial journey with us
Initial chat
To ensure we can help you and that we set realistic expectations, we will arrange for a screening call to take place. During this call, we will have an initial chat to find out what you are hoping to achieve and whether we’ll be able to help you reach your goals.
Initial meeting
Once we decide that we can help you, we will start the exploration stage. The initial meeting is an opportunity for us to get to know each other and decide whether we wish to work together. We will never pressure you into signing up to our service. This meeting will typically take between 1–1.5 hours.
We want you to feel completely informed, so we will answer any questions you have about our services and how we work.
Gather information
If you decide to work with us on your financial journey, we will begin to gather information about your financial and personal circumstances. This will help us better understand your goals and what we can do to help you achieve them.
At this stage, we will confirm our fees and explain what you will receive.
Discovery stage
When we’ve obtained all the required information we need, we will get you to sign a Letter of Authority. This will be sent to existing providers to allow us to correspond with them on your behalf. Following this, we will begin to research arrangements.
Recommendations
Once our research is finished, we will put together our recommendations. We will always put these in writing, so you can read them at your leisure. We don’t typically have a meeting to present our recommendations to you, but if you would like one, we are more than happy to meet with you.
We will be on hand via telephone or email to answer any questions you may have. Once you’re happy with our recommendations, we will meet to sign the documents.
Implementation
As soon as you have signed the relevant documents and are completely happy with what we’ve recommended, we will implement the strategy we have developed for you. This includes providing and processing all the necessary paperwork to help deliver your aspirations.
Ongoing service
Once your plan is in place, we will agree on a process for regular reviews with you. As part of this, we will continue to monitor your plan and commit to a lifelong service. We encourage all clients to take advantage of this so we can review the performance of your plan and reassess your personal circumstances to ensure we are optimising opportunities.
Initial chat
Initial meeting
Gather information
Discovery stage
Recommendations
Implementation
Ongoing service
Initial chat
To ensure we can help you and that we set realistic expectations, we will arrange for a screening call to take place. During this call, we will have an initial chat to find out what you are hoping to achieve and whether we’ll be able to help you reach your goals.
Initial meeting
Once we decide that we can help you, we will start the exploration stage. The initial meeting is an opportunity for us to get to know each other and decide whether we wish to work together. We will never pressure you into signing up to our service. This meeting will typically take between 1–1.5 hours.
We want you to feel completely informed, so we will answer any questions you have about our services and how we work.
Gather information
If you decide to work with us on your financial journey, we will begin to gather information about your financial and personal circumstances. This will help us better understand your goals and what we can do to help you achieve them.
At this stage, we will confirm our fees and explain what you will receive.
Discovery stage
When we’ve obtained all the required information we need, we will get you to sign a Letter of Authority. This will be sent to existing providers to allow us to correspond with them on your behalf. Following this, we will begin to research arrangements.
Recommendations
Once our research is finished, we will put together our recommendations. We will always put these in writing, so you can read them at your leisure. We don’t typically have a meeting to present our recommendations to you, but if you would like one, we are more than happy to meet with you.
We will be on hand via telephone or email to answer any questions you may have. Once you’re happy with our recommendations, we will meet to sign the documents.
Implementation
As soon as you have signed the relevant documents and are completely happy with what we’ve recommended, we will implement the strategy we have developed for you. This includes providing and processing all the necessary paperwork to help deliver your aspirations.
Ongoing service
Once your plan is in place, we will agree on a process for regular reviews with you. As part of this, we will continue to monitor your plan and commit to a lifelong service. We encourage all clients to take advantage of this so we can review the performance of your plan and reassess your personal circumstances to ensure we are optimising opportunities.
A firm you can count on
With a great deal of compassion and reliability, we will guide you through some of the most important financial decisions. In fact, in a recent client survey, 98% of our clients said they believe working with us has helped or will help them achieve their financial goals.
Why us
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.