Nicola Page

Nicola Page

Nicola Page Financial Solutions Ltd

Minimum savings/pensions: Any amount

0330 038 8938
Based in York
View location

Top Rated 2025
Verified since: June, 2021

5 out of 5

47 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 12 April 2025

    Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 6

    Recent Client Reviews

    Verified reviews: 100%

    Nicola has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 04 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 9

    Qualifications Uploaded

    9 qualification certificates available to view

    Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Nicola has not yet added their fees to their profile

  • 12

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Nicola

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 12 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 12 April 2025

    Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 6

    Recent Client Reviews

    Verified reviews: 100%

    Nicola has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 04 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 9

    Qualifications Uploaded

    9 qualification certificates available to view

    Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Nicola has not yet added their fees to their profile

  • 12

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Nicola

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 12 first impressions)

I help my clients, build, grow and protect their wealth. My goal is to significantly improve the financial well-being of all my clients and build a long term relationship built on trust, and by thoroughly understanding my clients. I provide them advice matched to their personal requirements that adapts over time as their circumstances change throughout their life. I offer a no obligation review and provide detailed recommendations on any improvements, highlight any shortfalls and potential liabilities to provide complete peace of mind that your financial journey is in line with your goals and protected against unforeseen circumstances. Services include: ~Planning for Retirement ~Tax Planning ~Investments ~Protection ~Estate Planning ~Saving for children/grandchildren ~Mortgages I am passionate about Financial Education, it is my mission to educate as many children and young people as I can. I conduct FREE Financial Education Workshops to Primary and Secondary schools and further education establishments. In my spare time I love spending time with my family, my two teenage girls keep me busy, and we love walking our Tibetan terrier, Hamish. I love cooking, entertaining and interior design. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 23/03/2023

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Nicola's clients

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Adviser Disclaimer

Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. Nicola Page Financial Solutions 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). The 'St James's Place Partnership' and the title 'Partner' are marketing terms used to describe St. James's Place representatives.