Sarah Quirk Wealth Associates

Allowing you to live the life you want to lead

1st floor, The Old Curiosity Shop, The Square, Wickham, Fareham, PO17 5JN Directions

Tel 01329 830450
   Open today 08:30 - 16:30

Why Choose Us?

Expert Advice
High Quality
Friendly Atmosphere

Business overview

We are passionate about helping you achieve your goals and ambitions.

Whether you are an individual, business or business owner, we can help you explore redefining your wealth and work with you to develop a financial plan focused on what is most important to you.

We provide financial advice and clearly explained solutions on Investments, Life Cover, Health Protection and Retirement Planning including SIPPs.

We also specialise in giving advice to the retired and the more complex area of care fees planning for those needing nursing or residential care. This includes investment advice, estate preservation and inheritance tax planning.

We believe in providing a friendly face to face service and deal with all clients in a compassionate and caring manner and in total confidence.

We offer all new clients a no obligation initial consultation without time constraints. This allows us to get to know you, and for you to tell us about your personal and financial circumstances without feeling pressured.

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

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.

Photos

Sarah Quirk
Sarah and Stanley

Products & Services

Financial Consultants

Financial Planning

Investments

Life Insurance

Pensions

Life Assurance and Pension Consultants

Life Assurance and Pension Companies

Tax Planning

Wealth Management

Long Term Care

Businesses and Business Owners

Retirement

Protection

Intergenerational

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