Testimonials

Read some of the feedback received from clients.
I feel that Sarah always puts my interests first, both financial and lifestyle, she is always available for advice and I would not hesitate to recommend her.
Private Client

Getting set up to invest with SJP was very easy. Julie took the time to understand my requirements and provide tailored advice.

Private Client | Retired, Exeter

Julie Clapperton has been my representative for many years and has always acted in my best interests and given good sound advice at all times, thus keeping my portfolio healthy, sustainable and profitable. I would gladly recommend to anyone considering pension investment.

Alan Naylor | Retired sales professional and part time payroll adviser, Romsey

Past performance is not indicative of future performance.

Sarah Quirk has always been easy to talk to about personal matters, whilst retaining a professional manner. I believe the advice she has given to me and my late father has been carefully considered with our best interests in mind. She is knowledgeable with a strong streak of humanity. Always he...
Private Client

Julie Clapperton has been my financial adviser for nearly a decade. Through the years I've always received timely and dependable financial advice and I've recommended her to several friends and family members. Julie is reliable, knowledgeable and trustworthy. She has always ensured my requirement...

Stan Tennison | Basingstoke

We are, as a family, impressed with Sarah's care and thoughtfulness about our individual situations as well as her consideration of our current and future needs. All four of us would not hesitate to recommend her.

Private client | Surgeon, London

Sarah has been my financial adviser for more years than either of us would want to own up to. She always listens to my questions, then asks the pertinent question that I had not thought of, making me think along new lines, usually by taking the role of devil's advocate. A meeting with Sarah is al...

A.R. Wilson | Retired, Broadstone

Sarah has become a trusted adviser over the past ten years. I find her to be an excellent and trustworthy source of investment information. Such advice is both timely and entirely relevant to my situation. An outstanding service!

Michael John Wills | Director

I have received exceptional personal service with valuable financial advice.

Private client | Eastleigh

I would not hesitate to recommend our financial adviser to anyone who requires the absolute support in planning financial security and meticulous care in protecting financial care and cover in all eventualities.

Mr Aves | Retired, London

Sarah (and her team!) make life very easy for me. Totally professional, but with a very friendly approach. I feel I am part of a 'family' and not just "another customer". I would recommend to anyone.

Pete Reid | Retired, Oxford

A very professional lady who gives her clients confidence in financial matters. Thank you.

Ms S Clark | London

When I took early retirement over 13 years ago I had never given any serious thought to my financial affairs. Sarah took me in hand and I have been following her around ever since as I value her advice, she knows my financial situation in great detail and I hate change.

Mr G Thomson | Surrey

I first met Sarah just before I left the Royal Navy after over 32 years’ service. She was conducting a financial resettlement briefing and I was very impressed with her sincerity and offer of assistance with financial matters for later in life. As part of my leaving package from the RN I received...

Mr & Mrs P Saynor | Hampshire

Past performance is not indicative of future performance. 

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.

Sarah has showed a clear understanding of our situation on both a personal and financial level and has offered professional and friendly advice.

Mrs S Dargie | Buckinghamshire

Sarah is a caring and concerned person whose advice has proven to be well founded, realistic and tailored to us as individuals. It fully meets our current needs and anticipates our future ones.

Mr & Mrs D Griffiths | Hampshire

Sarah has given us excellent advice and service for many years and I would recommend her to anyone seeking financial advice.

Mr I Mathews | Hampshire

Having had negative experiences with IFA’s, we entered the relationship with Sarah with a degree of apprehension but she quickly put our minds at rest and with her help and the backing of St. James's Place, we are back on a more even keel. She brings great energy and enthusiasm to the relationshi...

Mr S Griggs & Ms R Payne | Shropshire

I previously had little or no faith in financial advisers. However, I have since found Sarah Quirk and her team to be the consummate professionals offering invaluable help and practical investment and tax planning advice. Sarah herself, has a rather unique approach to clients offering a “non push...

Mr D Markinson | Hampshire

You have been my financial adviser for 9 years. I have always had faith in your advice, even if I am sometimes slow to acknowledge it.

Mr J Walton | Hampshire

I am extremely happy and assured by the service and regularly recommend it to others.

Mr Q Bone | Surrey

We have known Sarah for many years and has always been a great listener, with sufficient empathy to get to the heart of our situation. She also acts as a polite devil’s advocate to make us think about our situation in new ways. Her advice is always well thought through and presented.

Anthony Wilson | Retired, Broadstone Dorset

Sarah has selflessly guided us through our whole married life with wise, frank when needed, and sound advice. She is leagues beyond being our 'financial adviser' and we would recommend her to anyone in a heartbeat.

Malcolm W Young | Independent School Bursar, Fleet
Sarah responded quickly, continued with advice. We were very pleased with the way she helped us to change financial advisers and bring our pension 'pots' together. She is a very professional and knowledgeable lady. We can call her at any time and she has very friendly and helpful staff. We now have ...
Michael Humby | Retired

The care and support shown to us and the advice provided with regards to transferring my father's pension fund and other products, was second to none. Absolutely brilliant!

Chris Clarke | Account manager, Andover