About Us

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, Sage Wealth Management Ltd is able to offer a complete package to clients in all aspects of financial planning.

In addition to the experience and expertise provided by St. James's Place, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products that we will be able to offer to you. We believe the providers represent the 'best of breed' in their respective categories and are capable of delivering the high standards you would expect. 

We work closely with all of our clients to build 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 to browse – and, if you have any questions please do not hesitate to Contact Us.