Nicola Page
I provide Financial Solutions for individuals, families and businesses, helping them understand their goals and aspirations and how to achieve them through honest and effective financial planning. My goal is to create a lasting relationship with my clients by providing them the very best trusted advice, that adapts over time as their circumstances change throughout their life.
About
Specialising in all aspects of financial planning for individuals, families and businesses. Whether you are just starting out, considering saving for the first time, looking to protect your most valuable asset or in need of retirement planning advice, I can help guide you on the path that is right for you.
Whatever your current financial circumstances, it’s important to have the right plans in place that help to provide a secure financial future. Whether you are looking for peace of mind that comes with knowing your family will be provided for, or reassurance that your business can continue to thrive, my goal is to find the right path for you, whatever your circumstances.
I’m based in a small village on the outskirts of York and provide a different approach to financial advice. I firstly want to get to know you and fully understand your goals and aspirations and work together to help achieve those goals through holistic financial planning.
In a clear, non jargon format that leaves you feeling comfortable with me, fully understanding your future plan and feeling good that those important things in life are taken care of, so you can concentrate on the things that are important to you. I am especially passionate about helping women, become financially independent and achieve their financial freedom!
I live with my two girls, aged 16 and 11, partner Steve and Tibetan Terrier, Hamish! I love interior design, holidays, theatre and cooking. I am very sociable and love spending time with friends and family. My daughter and I are very proud to volunteer at Kitchen for Everyone who are a wonderful charity relying on donations and serve breakfast on Sunday mornings and a three course dinner on Tuesday Evenings to the homeless and vulnerable from the Spurriergate Centre, York.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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We offer an excellent wealth management service which will help you achieve your goals
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 04/03/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
