SarahQuirk Wealth Associates

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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 🐥

⏰ The tax year-end is almost here. There’s still time to add to your pension and take full advantage of the available ta...
24/03/2026

⏰ The tax year-end is almost here. There’s still time to add to your pension and take full advantage of the available tax reliefs before 5 April.

Even a small contribution today can have a significant impact on your retirement. Making regular pension contributions is a simple way to strengthen your financial future over the long term.

Turn pension planning into a good habit and enjoy the benefits it brings. Let’s plan ahead together: https://www.sarahquirkassociates.co.uk/contact

The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.

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 14/10/2025

SarahQuirk Wealth Associates is the trading name of Sarah Quirk Associates Ltd.

📅 With the tax year-end approaching, now’s the perfect time to make the most of your ISA allowance and build lasting fin...
16/03/2026

📅 With the tax year-end approaching, now’s the perfect time to make the most of your ISA allowance and build lasting financial habits.

Whether it’s for your personal savings or long-term goals, proactively using your ISA allowance as part of a broader financial plan can make a meaningful difference to your future.

Start today to maximise your tax-efficient savings and head into the new tax year with confidence. https://www.sarahquirkassociates.co.uk/contact

It’s about taking small steps now for greater financial freedom tomorrow.

The value of an investment can go down as well as up. You may get back less than the amount invested.

The favourable tax treatment of ISAs may be subject to changes in legislation in the future.

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 14/10/2025

SarahQuirk Wealth Associates is the trading name of Sarah Quirk Associates Ltd.

As International Women's Day (IWD) was celebrated on 8 March, campaigners are calling for women to take greater control ...
10/03/2026

As International Women's Day (IWD) was celebrated on 8 March, campaigners are calling for women to take greater control of their finances.

For more information, please visit the Insight section on our website.

05/03/2026

Avoid Common Tax Year End Mistakes 📅

Many rush their planning at the last minute, and that’s when missed opportunities happen. Starting early helps you use key allowances before they disappear.

Pension contributions, partner allowances, capital gains, and gifting rules can all make a big difference when planned properly. A little planning now could save you money later. Don’t leave it too late: https://www.sjp.co.uk/individuals/advice-and-products/tax-year-end-2526

The value of your investment can go down as well as up. You could get back less 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).

SJP Approved 25/11/2025

Address

5 Gloster Court, Whittle Avenue

PO155SH

Opening Hours

Monday 09:00 - 16:00
Tuesday 09:00 - 16:00
Wednesday 09:00 - 16:00
Thursday 09:00 - 16:00
Friday 09:00 - 13:30

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