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About SarahQuirk Wealth Associates

Passionate about working with you to identify your life/business goals and planning and managing your finances so these can be achieved. We are a caring, friendly, professional team committed to giving you peace of mind about your finances. It is our goal to help you plan holistically, considering everything from ensuring you and your family business is protected, to aiming for superior returns. We can cover all aspects of your financial matters, including: • Investments and Pensions • Life Cover • Health Protection • Retirement Planning • Long Term Care Provision • Tax Mitigation • Asset Protection We can also provide advice on Care Fees Planning for clients who require nursing or residential care. This includes investment advice, estate preservation and inheritance tax planning. We look after Private Clients, Business Owners and Trustees and pride ourselves on basing our advice on our strong ethical and moral values and a desire to genuinely look after people and help them understand complex financial planning matters in a simple and pragmatic fashion. Please do browse our website and get in touch if you would like to have an initial discussion about your personal situation. 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. SarahQuirk Wealth Associates is a trading name of SarahQuirk Associates. 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 20/05/2025

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