SarahQuirk Wealth Associates

SarahQuirk Wealth Associates We help Individuals, Businesses and Business Owners design and deliver their future goals by providing expert financial advice.

In our experience, most wealth management companies define wealth by considering the amount of money and assets acquired...
07/05/2026

In our experience, most wealth management companies define wealth by considering the amount of money and assets acquired by their clients. However, we look at things differently and focus on these being tools to help you achieve financial freedom.

Financial freedom is about you not having to worry about money, feeling confident you have enough money to meet your needs and being free to make choices that allow you to enjoy life.

Since their introduction in 1999, ISAs, have become one of the most popular and tax-efficient ways to invest and save fo...
29/04/2026

Since their introduction in 1999, ISAs, have become one of the most popular and tax-efficient ways to invest and save for the future. Investments in an ISA are free of income tax and capital gains tax for the duration of the investment.

St. James's Place does not offer a Cash ISA, only a Stocks & Shares ISA. The Stocks & Shares ISA allowance remains at £20,000 for the 2026/27 tax year.

Our ISA funds are managed by some of the world’s leading fund managers. This means we will work with you to build a well-diversified portfolio that takes your needs and attitudes to risk into account. Our service doesn’t stop when you start investing. Regular reviews allow us to tweak your portfolio as your needs or market conditions change.

Financial advice for long-term UK residents has become even more important following the scrapping of the non-dom tax re...
14/04/2026

Financial advice for long-term UK residents has become even more important following the scrapping of the non-dom tax regime in April 2025.

The new residency-based tax rules have meant significant adjustments for long-term UK residents. And while various reliefs are available it involves careful tax planning.

Learn more: https://www.sarahquirkassociates.co.uk/article/detail/sjpp/non-dom-tax-changes-why-planning-is-vital.html

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).

SJP Approved 30/3/2026

The conflict in Iran continues to drive political and economic uncertainty across the world. Less than a month in, UK co...
09/04/2026

The conflict in Iran continues to drive political and economic uncertainty across the world. Less than a month in, UK consumers are already experiencing higher product costs across certain markets. How will your finances fare in the next year amid the heightened volatility?

For more information, visit the News section on our website.

🐥 From all of us at SarahQuirk Wealth Associates, we wish you a very Happy Easter 🐥
02/04/2026

🐥 From all of us at SarahQuirk Wealth Associates, we wish you a very Happy Easter 🐥

Address

5 Gloster Court, Whittle Avenue
Whiteley
PO155SH

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 1:30pm

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