At SarahQuirk Wealth Associates, we not only focus on your financial goals, but we consider what wealth truly means to you. 

We take a personalised approach to financial planning and provide you with advice and clearly explained solutions.  Whether you are an individual, business or business owner, we can help you explore redefining your wealth.  We can work with you to develop a financial plan focused on what is most important to you.

Our Managing Director, Sarah Quirk, and Financial Planner, Julie Clapperton, are experienced Financial Advisers and well equipped to be the experts to guide you. They have been providing expert financial advice for over 30 years and in that time, have helped hundreds of clients on their journeys. They specialise in giving advice in the following areas:

• Investment Planning
• Planning for Retirement
• Pension advice
• Protection your wealth and those that matter most
• Estate Planning
• Inheritance Tax Planning
• Intergenerational Planning
• Financial Well-being
• Long Term Care
• Business Owners advice

We prioritise building meaningful relationships and offer all new clients a no obligation initial consultation, free from time constraints. This allows us to get to know you and understand your personal and financial circumstances, without feeling pressured.

By establishing your full financial circumstances, we can provide quality financial advice that is right for you and your family or business. We pride ourselves in providing clear choices and financial solutions that are reassuringly straightforward. 

For more information about the team click here.

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.