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 at St. James’s Place Wealth Management, Sage Wealth Management Ltd is able to offer a complete package to clients in all aspects of financial planning.
We work closely with all of our clients building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to 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.
We hope you find our website informative, please feel free browse and if you have any questions please do not hesitate to Contact Us.
As one of the UK’s leading wealth management organisation, St. James’s Place manages £95.6 billion in client funds.
Having the back up of such a resourceful and well recognised wealth management organisations means we can provide you with reliable expert advice.
As a client of Sage Wealth Management, you will receive personalised, face-to-face advice from our Financial Advisers, whilst having the backing and re-assurance of the award winning St. James’s Place.