Page Kirk Financial Services

Page Kirk Financial Services began in 1991 trading as part of Page Kirk Chartered Accountants. It was set up as a separate business in 2010. The firm is an independent financial planning firm serving clients across Nottingham and the surrounding areas. It typically works with business owners, working professionals, barristers and those approaching retirement.

Fabian Taylor is an LLP Partner and Chartered Financial Planner. Sue Walker is a Financial Planner. Mark Colson is a Financial Services Administrator. Mark Camm is a Paraplanner. Page Kirk Financial Services has a sister company, Page Kirk Chartered Accountants, and access to a leading firm of chartered accountants, Page Kirk. It offers pension advice, investment advice and retirement planning.

Page Kirk Financial Services has built a longstanding relationship with clients who return over many years, with several customers describing advice that spans pensions, inheritance matters and wider financial planning. Fabian Taylor is named repeatedly, praised for taking the time to ask questions, listen to concerns and explain complex subjects such as inheritance tax in a professional yet easy-to-understand manner, leaving clients reassured about future decision-making and retirement options. Sue Walker also features often, described as efficient and helpful when explaining and completing forms.

A point that comes up frequently is the patience and thoroughness of the advisers, who are said to avoid rushing and to take clients' own views into account. Reviewers mention trust in the firm's management of pensions, including consolidation, and note that nothing seems too much trouble when queries arise. The service is portrayed as consistent over a period of nine years, covering everything from pensions to general financial planning and inheritance matters, with advisers available and encouraging at each stage.