Sage Wealth Management

Sage Wealth Management provides Personal & Corporate Financial Advice built on trust and long-term relationships, and a bespoke service tailored to your needs and future aspirations. Our service is grounded in the highest professional standards and we recognise that each of our clients is unique. Our Personal Financial Advice services include: Estate Planning; Effective Tax Planning; Pension Planning; Income Protection; Investing in Your Childrens' Future; and Retirement Planning. Our Corporate Financial Advice services include: Auto Enrolment; Corporate Investments; Pensions; Employee Benefits; Executive Income Protection; and Relevant life Plan.

Sage Wealth Management

Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and, as such, deserves a bespoke service tailored to their own financial needs and future aspirations. With guaranteed advice and a "Best of Breed" approach. We at Sage Wealth Management Ltd can offer a complete package to clients in all aspects of financial planning.

We work closely with all our clients building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we can provide the advice that is needed when it's needed. It is often a frustration to investors that their affairs have not been regularly reviewed and a cornerstone of our commitment to service is a promise to meet each client on an annual basis, or more often if required.

Out of office hours appointments are available on evenings and Saturdays so please don't hesitate to call 01434 408250