SarahQuirk Wealth Associates

SarahQuirk Wealth Associates

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Botley Mills, Botley, SO30 2GB
Tel: 01489 690201 
Email:  

 

Sarah Quirk is the Founder and Managing Director of SarahQuirk Wealth Associates. Having been in the financial services industry for over 25 years, Sarah has built up exceptional knowledge, allowing her to advise clients on a wide range of wealth management products to suit their needs.  Specialties include Lifestyle Financial Planning, Retirement Planning and Retirement Seminars, Financial Protection Against Risk and Later Life Planning & Care Fees

A local lady, Sarah lives in Hedge End and has two children, two cats and one grandchild (so far!).

SarahQuirk Wealth Management Service

As already mentioned, Sarah has worked within financial services for some 25 years supporting individuals and businesses to achieve their financial objectives. Her services include:

  1. Lifestyle Financial Planning Lifestyle Financial Planning is about working with individuals and businesses to identify, achieve and maintain the lifestyle they want.
  2. Retirement Planning and Retirement Seminars Retirement can last as long, if not longer, than an individual’s working life. Whilst making plans for a long and prosperous retirement is likely to involve investment in pensions, the range of strategies has never been wider. Knowing how to take advantage of the opportunities available is key, making advice essential to both private individuals and business owners.
  3. Financial Protection Against Risk Assurance is probably the most important area of financial planning. Sarah can help determine and establish both adequate levels of assurance and appropriate kinds of cover. Furthermore, she can make important recommendations to minimise Inheritance Tax liability and preserve capital for the future.
  4. Later Life Planning & Care Fees Through her membership of SOLLA (Society of Later Life Advisers), Sarah has acquired an excellent understanding of issues affecting those of us who are of maturing years. There has been a significant rise in the cost of care in the UK, and Sarah has particular expertise in Long Term Care planning; making the right decisions can often significantly reduce costs and help protect estates.

 St. James’s Place

In order to complement and enhance Sarah’s range of services, through St. James’s Place the Practice has access to carefully selected external providers. St. James’s Place believes that these providers represent the best of breed in their respective fields and are capable of delivering the high standards of service you would expect.St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group. More information on these products and services is available from Sarah upon request.