YO19, York
Helping my clients identify their goals and aspirations, make a clear plan of how to achieve them. My passion is to create a lasting relationship with my clients by improving their overall financial future. Giving them peace of mind!
Nicola Page Financial Solutions is an Appointed Representative of and represents only St.
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5 customer reviews
Lee Jeffries
Financial Advisors
Nicola was incredibly helpful and knowledgeable and found the right products for me. Highly recommended.
Reply from Nicola Page Financial Solutions
Thank you for the great review Lee, it's a pleasure working with you.
Nicola & Paul, York
Nicola has been fantastic in supporting us to secure our mortgage. I would highly recommend Nicola 5 ⭐️
Emily & Nigel, York
Nicola was recommended by a friend and we have been very pleased with her advice. Nicola was punctual, we have had zoom calls and face to face meetings which has been great given the current circumstances. She was very clear in answering questions and the process was smooth. I would definitely recommend Nicola if you need financial advice. Thanks for your help! More...
Jody, Horsforth, Leeds
I have been meaning to speak with a Financial Advisor for a while, but just kept putting it off. However, I am now so glad I did. I have had a number of meetings with Nicola and she has really got me thinking about my goals and what I want to achieve financially. Nicola took me through a process which highlighted any areas I had any gaps and then provided a plan going forward to ensure I have peace of mind that if anything happens to me, my family are fully protected. I felt Nicola really listened and understood what was important to me. Nicola is very knowledgeable, and she explains things in a way that is so easy to understand. I would not hesitate in recommending her. Even if you think you have got it all covered, you really do not have anything to lose talking to Nicola. More...
Clare, Heworth, York
I would highly recommend Nicola to anyone looking for Financial Advice. Our initial meeting was complimentary, and she really cared about what is important to me and then tailored her advice to my circumstances. I wanted to make sure my children had a good start in life, a lump sum for a house deposit or something else, but I did not want them to have access to it until they were 25. Nicola’s advice was great, very clear and understandable. She made the process so simple and easy. I was unsure about my pensions, and Nicola took me through a process to find out what income I thought I would need in retirement. Then explained what my current pensions would give me and how long it was likely to last. I would recommend speaking to Nicola to gain financial clarity. More...
What do you love most about your job?
I love meeting people, building relationships and helping clients achieve financial freedom and peace of mind.
What inspired you to start your own business?
I am passionate about excellent customer service, I know that I can truly offer the highest levels of service and this is the brand I wish to create.
Why should our clients choose you?
Because I always place my clients at the heart of everything I do, they can rest assured that I will only work with their best interests in mind.
Can you provide your services online or remotely? If so, please add details.
I can provide either online or face to face consultations.
What changes have you made to keep your customers safe from Covid-19?
I have implemented an online consultation process, which has been very successful.
Investment Planning & Advice
Retirement Planning & Advice
Mortgage Planning & Advice
Protection Planning & Advice
Estate Planning