An Associate Partner Practice of St. James's Place Wealth Management

Sarah McGurk Wealth Management

Sarah McGurk

Based in Gloucestershire, I am committed to building and maintaining long term relationships with businesses and individuals in the South West, including Herefordshire, Worcestershire, Wiltshire and Bristol.


Sarah McGurk has over 30 years experience in the Transport & Construction Industries and has built up a wealth of knowledge, enabling you to feel confident that she will understand and provide the best solutions to meet your financial planning needs.

Having worked within a family haulage and construction business for over 20 years, then gaining 8 years experience with Truck manufacturers Volvo and Iveco, I accepted an invitation to join St. James's Place Wealth Management.

With offices in Gloucestershire, Bristol and Birmingham we are able to offer face to face advice on all aspects of financial planning, with the emphasis on long term relationships.


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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.


St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The 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 The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.