Wealth management

Whether you are looking to save for your retirement or for your child's education, or even looking to move home, our financial services team can help.

You gain the benefit of fully qualified, experienced and approachable advisers who are independent, providing you with the best solution to your needs.

Our personal services include:

  • Pre and post retirement planning
  • Investment portfolios
  • Mortgages and remortgages
  • Equity release / lifetime mortgages
  • School fee planning
  • Life assurance & sickness protection
  • Private medical care

We also advise businesses on:

  • Pension planning (including SIPP/SASS and stakeholder)
  • Commercial mortgages
  • Key employee insurance
  • Shareholder protection

Our team at Page Kirk Financial Services are authorised and regulated by the Financial Conduct Authority.

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Page Kirk LLP is a Limited Liability Partnership registered in England & Wales with registered number OC 332369.

Registered office: Page Kirk LLP, Sherwood House, 7 Gregory Boulevard, Nottingham, Nottinghamshire NG7 6LB . Page Kirk is the trading name of Page Kirk LLP.

Insurers: Royal and Sun Alliance plc No 93792. Registered in England and Wales at St Mark’s Court, Chart Way, Horsham, West Sussex, RH121XL

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