In 2008, Michael felt confident that he could provide clients with a better service and the best possible advice by setting up his own Practice, Sage Wealth Management Ltd. Since these early beginnings, the Practice has continued to grow and became a Senior Partner Practice of St. James’s Place Wealth Management as part of the process.
Our team are here to assist you in taking the best possible care of you and your family’s financial needs.
Senior Wealth Manager
Client Relationship Manager
Marketing and Events Manager
Office Administrator/New Business Paraplanner
Office Administrator/Trainee Office Manager
"Jonathan has provided a consistently excellent service to us personally for savings and pensions advice, and for our business in terms of the new auto-enrolment company scheme. After a string of very poor financial services relationships over three decades, we are relieved to finally feel in safe hands. I would definitely recommend St. James’s Place Wealth Management and Jonathan Lancashire."
Anna Scantlebury, Director, Newcastle
“We have no hesitation in recommending Michael Sage, who has consistently provided us with valuable, attentive support ensuring he fully understands our circumstances and requirements to offer trustworthy, sensitive advice which has delivered exceptional results.”
Business Consultant, North Shields
"Jonathan Lancashire, thank you for all the advice and guidance and patient explanations in creating my five year plan to retire earlier than I’d thought possible."
Client, Volunteering and Community Sector
“I would have no hesitation in recommending Michael Sage as a Financial Adviser. The service and support has been very professional and I feel my interests have been put first at all times.”
D Roberts, Co MD & General Manager, Rowlands Gill
"I receive an excellent service from Kaye Mullen. She gives me clear, valuable advice and always makes sure I understand and agree with any investment. She is approachable and I feel I can contact her at any time. Very professional."
"This is the first time I have felt totally confident with a Financial Adviser, knowing that Jonathan Lancashire is completely looking after my financial interests professionally. I am absolutely confident that my investments with St.James’s Place are being well looked after."
Mr Bryant, Training Officer, Sunderland
"I would not hesitate to recommend Jonathan Lancashire. The advice and support in helping me to manage my pension and to plan financially for my future has been exceptional."
Mr Porrett, Managing Director, Newcastle
"I’m still feeling very positive after our meeting the other day! Life looks rosier. Thank you so much Jonathan Lancashire for creating a plan to last throughout my working life that gives me an exit to an easier retirement age with an income to pretty much match my current lifestyle and costs, with the bonus of my mortgage being paid off in the process."
Mr Weir, Director, Stocksfield
"A first class service from Kaye Mullen. I have always been treated with kindness, courtesy and respect."
Mrs Rhucroft, Whickham
“Michael and Stephen have proved invaluable in providing me with sound financial planning advice. Follow-up discussions with my clients that have been introduced so far suggest that they are equally pleased with the exceptional service received.”
Nick Liley, Chartered Accountant, Read Milburn and Co.
“As you would expect of a St. James's Place representative, Michael possesses a reassuring wealth of knowledge and financial acumen. I have been particularly impressed with his ability to tailor a portfolio which meets my needs both now and in the future, no matter how complicated my demands. Accessible, conscientious and above all trustworthy, I would have no hesitation in recommending Michael to anyone.”
S A Badham, Charity Worker, Tyne and Wear