SarahQuirk Wealth Associates Wickham Square, Wickham, Fareham PO17 5JN
About the Business
Welcome to SarahQuirk Wealth Associates! Our establishment is located at the beautiful First Floor Old Curiosity Shop in the heart of picturesque Wickham Square, in the United Kingdom. We are a finance institution that specializes in providing superior wealth management services for individuals and businesses alike. Our dedicated team of financial advisors is committed to delivering exceptional customer service and tailored solutions that will help you achieve your financial goals.
At SarahQuirk Wealth Associates, we understand that every client's financial needs are unique. Therefore, we take the time to listen to our clients, understand their goals and objectives, and provide personalized solutions that suit their individual circumstances. Our comprehensive range of services includes investment management, retirement planning, estate planning, tax planning, and insurance. We aim to provide holistic financial solutions that encompass all aspects of our clients' financial lives, ensuring that they achieve financial freedom and security.
Our location at the First Floor Old Curiosity Shop adds to the charm of our institution, making it a point of interest for all those who visit. Our comfortable and inviting office space is designed to make our clients feel at ease, and our team is always happy to offer a warm welcome and exceptional service. We strive to build long-lasting relationships with our clients, providing ongoing support and guidance throughout their financial journey.
In conclusion, SarahQuirk Wealth Associates is the go-to destination for all your financial planning needs. With our personalized solutions, dedicated team, and charming location in Wickham Square, we are confident that you will have an exceptional experience with us. Whether you are an individual looking to secure your financial future or a business seeking expert financial advice, we are here to guide you every step of the way. Contact us today to book a consultation!
Photos
Location & Phone number
First Floor Old Curiosity Shop, Wickham Square, Wickham PO17 5JN, United Kingdom
Hours open
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 13:00
Saturday:
Closed
Sunday:
Closed
Reviews
"We have been customers of Sarah Quirk Associates since their inception. Previously we were customers of Sarah Quirk when she worked with other companies. Sarah, her colleagues and associated professionals, have always given us sound and accurate advice; they are all friendly and professional whenever we have had cause to contact them."
"Sarah is very professional and takes time to understand your circumstances and what your financial goals are and then recommends products and services that benefit you to meet your timescales. She has a good and very professional team to support her and nothing is too much trouble. A joy to know that there are still high standards out there. I would strongly recommend getting in touch with her to see how she can assist you."
"Sarah has always been a huge help to us and has given us the financial peace of mind to enjoy the latter parts of our careers and ease us into retirement. We are now enjoying life to the full."
"Highly recommended. Sarah Quirk is passionate about doing the best for clients and is incredibly sensitive and understanding, going over and above what you would expect. She is particular patient with the elderly, taking the time to explain things even if it means going over things several times."
"Having been in business myself for some 45 years I always doubted the integrity of most financial advisers in the belief that many of the 'pin stripe' brigade were more interested in their trail commission rather than the clients best interests. Then along came Sarah and her team with a totally fresh, casual but professional approach to my finances and pensions. No pressure or product overselling but instead a genuine interest in looking after my affairs on a long term basis from a lady that is experienced and well qualified in what she does. Thank you Sarah and your team."
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