About us

It is your journey and your life, but you will probably want to know a little bit about us.

We are based in Wickham in Hampshire and are dedicated to helping our clients achieve their ambitions and reach their goals.

Sarah has been providing financial planning advice for over 30 years and in that time, has helped hundreds of clients on their journeys.

Our Managing Director and Financial Planner is Sarah Quirk who is an experienced financial planner and well equipped to be the expert guide on your journey. 

For more information about Sarah and the team click here.


What is our approach?

Our aim is to build long-lasting relationships with you, built on trust, tailoring our advice to your specific requirements.  

We provide a personal face to face service and take time to understand your aims and objectives.  

This allows us to create a bespoke solution for you aligned to your WealthDiscovery Plan - to help you achieve your ambitions and goals. 

We then continuously monitor that everything is on track for you. This is at the heart of everything we do.


What is our strategy?

Redefining Wealth

Most wealth management companies focus on financial goals without considering what wealth truly means to their clients.

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.


How we use our 3-stage process to help develop your WealthDiscovery Plan or Business WealthDiscovery Plan 

If you are an individual, click here 

If you are a business owner, click here 


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