SarahQuirk Wealth Associates was founded by Sarah in 2012 with a vision to provide a bespoke and personal service tailored to each client's needs. Sarah is not only a Chartered Financial Planner but has also achieved Fellowship, demonstrating her commitment to excellence and expertise in the field.  Sarah comes from a caring background and knows the importance of having someone looking out for you. She loves helping individuals, businesses and business owners with what they see as a “challenge” – to get their finances in the right place and help them achieve their goals.

Outside of work, Sarah enjoys spending time with her family, walking her dog Stanley and playing the cornet in her local brass band.

Julie joined the team as a Financial Planner in 2021, bringing 25 years of experience, having served in the Royal Navy prior to her career in finance. Julie offers her clients a wide range of expertise and knowledge, helping both individuals and businesses fulfil their aspirations. It is Julie’s belief that the key to providing the best advice for her clients comes from understanding their goals. She provides tailor-made financial plans which are relevant and regularly reviewed to ensure they remain appropriate.

In her spare time, Julie is Vice President of her local Women in Business Network group and enjoys spending time walking the countryside with her family and their Labrador, Luther.

Sarah and Julie share a common focus of always putting our clients first, ensuring that every decision and recommendation is made with your best interests at heart. They understand that your financial journey is deeply personal and unique to you and are dedicated to helping you every step of the way, to achieve your goals and aspirations.

Based in Segensworth, Hampshire, the majority of our clients are based in Hampshire and the surrounding counties.  With a commitment to providing a friendly, face-to-face service, we believe in treating each client in a compassionate and caring manner.