Sarah Quirk

I provide advice and support to individuals, businesses and business owners and have 30 years' experience within financial services. My advice is focused on holistic life planning, which covers all areas of wealth management, including retirement planning, long-term care, wealth protection, savings and investment planning, tax mitigation, business growth and aspects of exit strategy. My role is to support you with challenges in your business or personal financial planning and to help you achieve your goals and aspirations. I will help you reflect on your goals with pragmatic, down-to-earth and easy to understand advice and guidance. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/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) 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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx