Overview

SarahQuirk Wealth Associates

Hampshire, South East

(01329) 830450

hannah.swales@sjpp.co.uk

www.sarahquirkassociates.co.uk

SarahQuirk Wealth Associates is a wealth management company, based in Wickham in Hampshire.

We specialise in giving advice to the retired and the more complex area of care fees planning for those needing nursing or residential care.

At SarahQuirk Wealth Associates, we understand your needs and we are able to provide advice in all key areas of later life financial planning, including:

  • your funding options
  • helping you budget properly
  • explaining what forms of financial help are available e.g. Attendance Allowance
  • advice and recommendations about the options available, based on your personal circumstances
  • inheritance tax and future legacy planning

We also provide financial advice and clearly explained solutions on:

  • investments
  • life cover
  • health protection
  • retirement planning, including SIPPs
  • estate preservation
  • inheritance tax planning

We believe in providing you with a friendly face-to-face service and deal with all clients in a compassionate and caring manner.  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 pressure.

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 less back than you invested.

SarahQuirk Wealth Associates 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.  SarahQuirk Wealth Associates is a trading name of SarahQuirk Associates Ltd.