At Sarah Quirk Wealth Associates, it’s important to us that all of our clients feel valued and that your individual needs, future financial goals and lifestyle ambitions are met with complete clarity and an outstanding service.
Whether you are focussed on your immediate financial future or whether you are planning ahead, it’s our aim to make sure your journey with us is comfortable, transparent and informed, so that you feel completely confident and in control of your financial affairs, with a trusted adviser by your side every step of the way.
Step 1: Gather data, identify and discuss your goals
Step 2: Identify key life events
Step 3: Analyse and evaluate your current financial status
Step 4: Develop recommendations and alternatives
Step 5: Implement the plan with you
Step 6: Monitor the progress
Sarah has always been a huge help to us and has given us the financial peace of mind to enjoy the latter parts of our careers and ease us into retirement. We are now enjoying life to the full.
Enter your email address and register or update your existing email preferences.
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.