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SarahQuirk Wealth Associates

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SarahQuirk Wealth Associates

Profile:

SarahQuirk Wealth Associates (a trading style of SarahQurk Associates Limited) offer advice to individuals, businesses and trustees in all areas of the financial spectrum.

We provide financial advice and clearly explained solutions to individuals and companies 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.

Overview:

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.

It is our personal goal to help all of our clients plan holistically, considering everything from ensuring they and their families/businesses are protected, to aim for superior returns on their investments and pensions, to asset protection, tax mitigation and long term care provision. In simple terms ‘Holistic Wealth Management Planning’ which is tailored for the clients in question based on current Government legislation.

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.

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