PageRussell is an independent, family-run independent financial planning and investment business based in Bury St Edmunds, Suffolk.

Tim Page and Stephen Page are the third consecutive generation of Page brothers to work together in business. The family can trace its roots in business back to 1786.

Tim Page

Tim Page

Chartered Financial Planner, Chartered Wealth Manager and CERTIFIED FINANCIAL PLANNERCM Professional Tim has specialist qualifications in pension transfers, investments and trusts. Tim is authorised by the Financial Conduct Authority to provide regulated investment advice. Tim and his wife Annie have two children. Tim is a trustee of the Bury St Edmunds Society, a keen runner and an allotment holder.

Tim on LinkedIn

Stephen Page

Stephen Page

Chartered Wealth Manager and CERTIFIED FINANCIAL PLANNERCM Professional Stephen has particular skills in cash flow modelling and investment consolidation. Stephen is authorised by the Financial Conduct Authority to provide regulated investment advice. Stephen and his wife Alison have two children. Stephen is a better runner than Tim and currently holds the record within the business for the fastest half marathon time.

Stephen on LinkedIn

Our support staff

Heather Brett– Practice Manager –

Heather is a Chartered Accountant who keeps the business purring by dealing with compliance, people and money matters.  Heather keeps Tim and Stephen in line.

Our history

Tim and Stephen’s father, Richard Page started his career in financial services in 1986. He set up Richard Page Financial Services in 1990, was joined by wife Eileen in 1995, Stephen in 1997 and then Tim in 1999. In 1999, they bought the business of a retiring adviser, Stanley Russell.  This business was kept as a separate company – Franklin & Russell – until 2003 when the two businesses merged to form PageRussell. Richard and Eileen retired in 2015 and 2014 respectively.

At the forefront of financial planning

Throughout its history, PageRussell has been at the forefront of developments in financial planning, such as advanced professional qualifications (from early 1990s), independence (2001), transparent charging (2001),  holistic financial planning (2002), asset class investing and wrap platforms (2003), risk tolerance profiling (2004), collaborative planning software (2009), Accredited Financial Planning Firm (2011) and Chartered Wealth Managers (2015). Whatever our associations with product or business support providers, our clients’ interests come first.

Please call Tim or Stephen if you would like to know more: 0345 345 6282